I am an Oregon Licensed Tax Consultant operating a solo practice from my home in Lake Oswego, Oregon. I limit the scope of my work to preparing Individual income tax returns. I particularly enjoy working with Sole Proprietors/Single-member LLCs and residential rental property owners.
My education credentials include a Bachelor’s degree in Mathematics from the University of Wisconsin-Madison and a Master of Actuarial Science degree from the University of Michigan Graduate School of Business Administration. After working as an actuary for two different insurance companies, I switched gears to run my own retail high-end audio business in Southern California. After relocating to the San Francisco Bay area, I spent ten years as a consulting actuary specializing in employee retirement and benefit plans, working for two separate Human Resources consulting firms. After several years off devoted to travel and other personal pursuits, I relocated to Portland in 2008 to start both a family and my tax practice. We relocated to Lake Oswego in 2019.
I was first licensed as a Tax Preparer in California in 2007 and in Oregon the following year. I have been an Oregon Licensed Tax Consultant since 2010.