INSPIRATION: I enjoy working with a wide range of people and clients across the firm as well as the challenge of helping clients navigate complex state and local tax situations.
I enjoy working with a wide range of people and clients across the firm as well as the challenge of helping clients navigate complex state and local tax situations.
American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants
Alliance of Professional Women
Denver Metro Chamber - Chamber 101 Class of 2014
Designations/Licensures
Certified Public Accountant, Colorado (Certificate No. 30867)
Education
Master of Accountancy – Arizona State University, Tempe
Bachelor of Science – University of Montana, Missoula
KNOWLEDGE
Client Work
More than 10 years of experience providing consulting, planning, and compliance services to a variety of industries, including real estate, construction, financial services, professional services, healthcare and oil and gas.
Consults clients on all state and local tax matters including sales and income tax nexus, sales and income tax compliance requirements and filings, business registration requirements, filing methods and entity structure planning, sales taxability analysis, and apportionment review and sourcing.
Assits healthcare clients with sales taxability analysis regarding telehealth and other related healthcare services. Experience with dental practices, doctor groups, and other healthcare practices.
The Oklahoma Business Relief Program has designated $50 million to help businesses recover from the effects of the COVID-19 pandemic. Here are the details.
The recent US Supreme Court decision that overturned Quill in the South Dakota v Wayfair case has many states making or considering law changes related to sales tax compliance for out-of-state sellers.
The Wayfair decision changed the sales tax landscape. Because of that ruling, it is now possible for states to collect sales tax from out-of-state sellers without a physical presence in their state.
As coronavirus continues to spread, many individuals and businesses are seeking administrative and financial relief from state and local taxing authorities. State legislatures, governors, and tax agencies are scrambling to provide guidance related to the …