CPA + Attorney = Tax Expert
I am a second generation CPA first and foremost. After graduating from Appalachian State University (UNC Boone!) in 2007, I became a CPA two years later. Since 2009 I have worked exclusively in public accounting focusing on taxes and accounting. I joined the family business in 2013 and became the managing shareholder in 2018, having doubled the size and scope of our CPA firm in 5 years. I graduated from Mitchell Hamline School of Law in December of 2022 and became an NC licensed attorney in May of 2023.
My practice area is tax law both federal/ state matters for businesses and their owners. In particular I assist clients with defending against Federal and/or State audits, where we achieve the best possible outcome for our clients.
Current
Current
Current
2017
–
2022
–
2007
 # 60329
 # 34772