I believe in the value of relationships and working as a team with local businesses and residents.  I truly believe that my success is linked to your success and the success of our community.  My goal is to provide quality service in a timely manner.  I try to meet the unique needs of each of my clients, while giving personalized attention to your specific goals and needs.  I strive to develop an effective working relationship with every client.

Training & Education: 

Associate of Art-University transfer

Skagit Valley College, Graduated with high honors

Bachelor of Arts College of Business and Economics-Accounting
Western Washington University, Graduated Cum Laude

Internal Revenue Agent (IRS)
Obtained two years training in tax code and compliance as former IRS agent

Certificate of Educational Achievement in Estate Planning

Golden Gate University Estate Planning and Compliance

Forty-plus hours of continuing professional education. In addition to 16 hours of federal tax updates each year,  I have recently taken the following classes:

  •   Personnel supervision
  •   Fred Pryor Communications Seminars
  •   Tax strategies for small businesses
  •   Operating your small business legally
  •   Record keeping for small businesses
  •   Group communications clinic
  •   Innovative tax planning for small businesses
  •   Calculating income tax for construction contractors
  •   Generally Accepted Accounting Principles update and review
  •   Defensive divorce
  •   Basic marital tax matters