Key Accomplishment: Assisting with buy-side and sell-side due diligence and tax consulting for M&A and performing detailed analysis of new tax law changes under the CARES Acts to ensure understanding of impact to clients.
Education and Credentials: CPA and MAcc with 6 years of federal and state tax experience with a national public accounting firm.
Summary of Experience: Reviews federal tax returns for clients with complex corporate structures including tiered, mixed groups. Reviews state income and franchise tax returns for clients with multi-state filing requirements. Audits income tax provisions for assurance engagements of varying sizes, both publicly-traded and privately-held.