UNT grad (BS/MS Accounting, 2021) on the CPA track with 3 of 4 sections passed.
Currently a Senior Associate, delivering complex return prep/review across HNW 1040s, 1041s, 1120/1120S, and 990s while drafting IRS responses and multi-state notice resolutions. Provides technical research and advisory on entity conversions/restructures, tax positions, and Qualified Opportunity Zone planning, plus nonprofit charitable registration compliance.
Trusted for clear memos, process improvements, and effective use of CCH Axcess, CCH Document, Excel.