Areas of Specialty
Tax Planning, Tax Compliance, IRS representation and appeals, Offer in Compromise, IRS position requests, all types of individual and corporate entity tax preparation, Estate Planning, Small Business Consulting
BA in Accounting, Francis Marion University
Over seventeen years of accounting experience in auditing, tax planning and related services, estate planning and business consulting. Experience includes working for four years with the Internal Revenue Service as a Field Auditor specializing in small to medium size entities with corporate and partnership tax issues. Certifications also include the Certified Specialist in Estate Planning awarded by The National Institute for Excellence in Professional Education, Treasurer of the Board of Directors for The Family Shelter (2007-2008), Member of the South Carolina Association of Certified Public Accountants (SCACPA), the American Institute of Certified Public Accountants (AICPA) and the Columbia Tax Study Group.
Phone (803) 254-2050