Experience

K Financial

• United States
• Accounting
• 1 - 100 Employee

• Partner

  • Jun 2023 - Present

• Senior Manager

  • Jun 2021 - Jun 2023

• Audit Manager

  • Jan 2019 - Jun 2021

  Louisville, Colorado

• Senior Auditor

  • Jan 2016 - Dec 2018



HMS, LLC

• Transportation Operations Manager

  • Oct 2014 - Dec 2015

  Denver • Create manifests and packages that conform to the regulations of the CO Department of Revenue. • Ensure compliance with all state laws and regulations on a daily basis. • Manage the routing, security, and transportation of highly regulated products • Create standard operating procedures for all tasks required for a compliant delivery. • Participate in monthly management meetings to improve performance and address any issues.



20/20 Tax Resolution

• United States
• Financial Services
• 1 - 100 Employee

• Tax Associate

  • Jul 2006 - Oct 2014

  Broomfield • Negotiate tax liability resolutions with the Internal Revenue Service and state departments of revenue on behalf of clients. • Reconcile client bank statements for both business and personal accounts. • Interact with clients on a daily basis addressing questions pertaining to resolution strategies including, but not limited to, types of payment plans, offer-in-compromise, and bankruptcy. • Analyze business and personal collection information statements to determine equity in assets,… Show more • Negotiate tax liability resolutions with the Internal Revenue Service and state departments of revenue on behalf of clients. • Reconcile client bank statements for both business and personal accounts. • Interact with clients on a daily basis addressing questions pertaining to resolution strategies including, but not limited to, types of payment plans, offer-in-compromise, and bankruptcy. • Analyze business and personal collection information statements to determine equity in assets, liabilities, and ability to pay. • Trusted with confidential and time sensitive material related to the operations of client’s business and personal finances. Show less