Background

Experience:

• Director of Business Valuation Services
• Over 30 years of experience in public accounting
• Provides accounting, and tax planning services in various industries
• Specializes in tax, accounting and personal financial planning services to individuals and owners of privately held businesses
• Manages the Business Valuation Department, and also performs business valuation services for shareholder buyouts, sale of a business, or estate and gift tax reporting
• Leads KLR’s Personal Income Tax Compliance Service Center

Education:

• Bachelor of Science in Business Administration – Bryant University

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Certified Valuation Analyst (CVA)
• RISCPA Co-Chair - Business Valuation Committee
• National Association of Certified Valuators and Analysts (NACVA)
• RISCPA Co-Chair - Women's Initiative Task Force

Community

• Hattie Ide Chafee Nursing Home, Volunteer and Board Member
• Alzheimer's Association RI Chapter, Volunteer

Recent Articles

• What Tax Rates Do I Use for Filing This Year?
• SSA Announces Social Security Wage Base and Benefit Changes for 2023
• IRS Increases Interest Rates for Q4
• Avoid these 5 Tax Penalties