Leveraging more than a decade of experience in the accounting field, I am proud to consult my clients on their state and local tax compliance in industries ranging from manufacturing, professional services, software, and more. As their businesses and practices grow and expand into new jursidictions, I serve as a trusted ally and advisor so they can maneuver the often uncertain, yet always challenging, compliance landscape.
Proactive in approach, I prioritize the prompt completion of annual return compliance and nexus studies for both income and sales and use tax. I’m also a dedicated advocate for taxpayers in discussions with more than 11,000 different jurisdictions across the nation.
Prior to joining MGO, I began my career with a Big Four firm. Moving on to a small regional firm, I was privileged to focus on the state and local taxes for various large multistate businesses.
Golden Gate University, M.S., Taxation (in progress)
Sonoma State University, B.S., Business Administration, Dual Concentration in Accounting and Finance
Certified Public Accountant, California, Texas