January of 2024 as a Senior Tax Manager. As a seasoned public accountant with over 8 years of experience in the industry, I have served a wide variety of clients. My role includes tax planning and strategy to optimize tax savings, tax return preparation and review to ensure accuracy and compliance, and collaboration with clients to understand their unique tax needs and goals. As a Senior Tax Manager, I effectively manage my team by monitoring deadlines and workloads, provide technical guidance and guide our team in their professional growth to ensure high-quality tax work, increased efficiency, and a successful team dynamic. 

I studied Accounting and Finance from the University of Tennessee at Chattanooga in 2016.

I a member of  Provisors,  the AICPA,  and the CSCPA.

developed expertise in tax laws, regulations, and industry-specific requirements, built strong client relationships through effective communication and tailored solutions, and demonstrated accuracy and attention to detail in managing multiple clients and deadlines. My experience has equipped me with a deep understanding of tax guidelines, which has allowed me to provide high quality services and success for clients and our team. 

My husband and I reside in Orange, California. We enjoy attending sporting events and are avid travelers. 

“What is your favor business quote? You miss 100% of the shots you don’t take.”