Tax Advisory Lead
A tax advisor for venture-backed startups and early-stage companies.
Cleveland, Ohio, United States
What they do for clients
I like helping companies pay the minimum amount of income tax legitimately. I am a big nerd and love navigating complicated tax laws, so my clients don't have to.
Before airCFO
A regional CPA firm and a Big Four firm, focused on income tax compliance and income tax provision audits.
Location
Cleveland, Ohio, United States
Started at airCFO
June 2020
Service lines
Tax
Education
Master of Accountancy, Case Western Reserve University
Certifications
CPA
Industries supported
SaaS, fintech and healthcare
Personal note
I am a big tax nerd. On top of getting the financial statements and tax returns correct, I like to explore accounting and tax as social science. I'm particularly interested in how their governing laws reflect the economy, politics, demographics and so much more.
Partner with us to simplify your back-office and focus on what matters most: growing your business.
