Been with her current firm for 20 years, where she leads tax preparation, review, tax planning, and bookkeeping for a diverse client base. She enjoys reviewing work and is comfortable mentoring junior staff.
Industries:
Primarily small and local businesses, including doctors, professional services, and real estate.
Split of returns:
Mix of preparation and review, roughly 50/50 depending on the time of year. Currently does more review.
Qualifications:
Studying for the EA.
