Partner
CurrentAfter serving in various roles within HBE LLP over the course of seven and a half years, I was elevated to the role of partner in June 2022. As a partner in the firm, my role continues to focus on leadership within the Tax Department. Much of my client work is related on a variety of tax-focused areas. In addition to preparing tax returns for a variety of different entity types and individuals, I focus a lot of my time on various specialized tax projects. These projects include consulting on specific transactions and activities for business, detailed tax planning and projections, M&A transactions, and various other consulting projects. In addition, I serve in a key leadership role for the Tax Department. Through this role, I work to support our tax team with resources, training, and organization. In addition, I help oversee various projects for the firm to keep the Tax Department focused and continuing to serve our clients in the best ways possible.Along with tax experience, I have been able to assist with compilations and reviews of financial statements, preparation of financial statements, and dealt with leases and rent issues. I have helped the firm create some training guides for using our software to correctly and efficiently prepare tax returns.HBE is a leading provider of professional accounting and consulting services throughout Nebraska. Operating from four offices located in Lincoln, Norfolk, and Omaha, Nebraska, the firm offers a complete range of financial management services for businesses, non-profit and governmental organizations, niche industries, and individuals. These services include audit, tax, business consulting, outsourced accounting and CFO solutions, and personal financial planning. For more information, please visit www.hbecpa.com.