Professional Credential:

Enrolled Agent - Internal Revenue Service

Professional Affiliations:

National Association of Enrolled Agents

Connecticut Society of Enrolled Agents

Education:

Marist College:

Master of Business Administration

Bachelor of Science Business Administration

 

I have over 30 years of tax and accounting experience. I began my career as an Office Manager for over ten years, while also preparing income tax returns. I held the position of Tax Manager for over 18 years. In this position, I was responsible for the tax compliance of federal and state returns including Connecticut, Massachusetts and New York. I was also responsible for tax training of new staff, internal education for the firm, implementation of tax software, as well as preparation and review of business, individual, estate, trust and nonprofit returns. For the last three years I have owned and operated my own tax and accounting practice where I work with individuals, businesses, executors and trustees to navigate the complex federal and state laws as well as work as an advior in a variety of capacities.

I currently serve as the Treasurer of the Great Barrington Rotary and the Great Barrington Rotary Student Assistance Fund and serve as a member of the Student Assistance Fund Committee. I am a past President of the Great Barrington Rotary, Chair of the North Canaan Board of Finance, Trustee and Finance Board member of Saint Martin of Tours Parish, President of the Southern Berkshire Chamber of Commerce, and Treasurer of the Great Barrington Unit of the Salvation Army.

In my free time, I enjoy spending time with my family and my two Labradors; Bella and Rylee, who I refer to as the "girls”.