In my role as a specialty tax advisor, I work with clients across a broad range of industries to optimize and substantiate their U.S. federal and state Research & Development (“R&D”) Tax Credits and federal Clean Energy Credits. My experience includes: U.S. federal and state R&D credits, U.S. federal clean energy credits, U.S. federal employee retention credits, U.S. state and local discretionary and statutory incentives, and global credits and incentives, among others. Prior to joining the firm, I spent more than thirteen years across two Big 4 accounting firms. Most recently, I was a Managing Tax Director who served as the North America Regional Hub Leader of the Global Credits, Grants, and Incentives practice.
My Approach
Through strategic planning and detailed analysis, I’m able to help my clients navigate complex regulations and leverage tax credits of various types to unlock meaningful benefits, drive innovation, and create positive change. I appreciate playing a role in supporting my clients’ missions — whether it’s a business developing cutting-edge technologies, a non-profit investing in renewable energy, or a tribal entity retaining its employee workforce. My goal is always the same: to help them decrease costs, increase returns, and further their impact.
I pride myself on being an effective communicator who can distill complex tax topics into understandable insights. Clients appreciate my responsiveness and trust me to deliver tangible benefits, whether that’s finding opportunities for growth or serving as a collaborative liaison across teams. I am passionate about helping organizations—no matter their size or mission—and finding opportunities to grow and thrive. Whether you’re developing a new product, investing in clean energy, or just doing what you do best every day, I’m here to help you make it even better.
Outside of work, I enjoy being active and often spend my time downhill skiing, mountain biking, travelling, and attending concerts. When I’m looking for some time at home, you’ll often find me crocheting or walking my goldendoodle, Wayne.
Practice Areas
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Specialty Tax Credits & Incentives