Bob has expertise with energy producers, finance companies, distributors, farming, and the assisted care industry. Bob oversees the firm's continuing education activities and assists with quality control, peer review and technical research.
Larry has expertise with merger and acquisition activities, debt reconstruction, and strategic planning for businesses. Larry administers the firm's operations and marketing processes.
Ken has expertise with manufacturing, energy, and senior housing industries. Ken oversees the management of audit professionals, scheduling, technical and peer reviews.
Jonathan has expertise with all aspects of business and individual tax planning, managing high net worth individuals, including transactional tax planning and complex compliance solutions. Jonathan is responsible for client service management, recruiting and development of professional staff.
Margot has expertise with business and individual tax planning, not-for-profit entities, and complex compliance issues. Margot is responsible for management and mentoring of tax professionals.
Eric has expertise with construction, mortgage banking, manufacturing and distribution, and employee benefit and stock ownership plans. Eric administers the firm's continuing professional education activities and assists with staff recruiting and technical research.
Amanda has expertise in manufacturing, distribution, workforce management and the relocation service industry. Amanda provides valuable tax research and negotiations with taxing authorities regarding tax audits for our corporate and individual clients.
John has expertise with manufacturing and distribution, food and beverage, employee benefit plans, and not-for-profit industries. John assists with the firm’s quality control, peer review and technical research.
Tasha has a diverse background with expertise in not-for-profit entities, manufacturing and distribution, and business and individual tax compliance and planning. The mentoring of tax professionals and technical research are strengths that Tasha brings to serve our clients and firm.