Partner
CurrentI provide business and tax planning, compliance and consulting services to nonprofit organizations across the country including public charities, private foundations, trade associations, social welfare organizations and others. Locally, I work with over 170 nonprofit organizations and, in my role as a member of Eide Bailly's Exempt Organization's National Tax Office, I provide support to our national practice that serves over 3,000 nonprofit organizations. I also enjoy working with my high-wealth individuals and closely-held business clients to help them achieve their personal and business financial goals. Services include tax return preparation and planning, structural and strategic planning, staff and Board training, and representation before the Internal Revenue Service. I am a Certified Public Accountant, licensed in the State of Arizona since 1987, and a Chartered Global Management Accountant since 2014.