I began my career as a Tax Advisor with the accounting firm Ernst & Young where I worked in the Expatriate Department. I then spent two years with the local firm Altschuler, Melvoin & Glasser working with high net worth families on anything and everything related to their taxes and finances. In 1999, I joined the Personal Financial Services team at PricewaterhouseCoopers where I continued to work with high net worth families as well as corporate executives. In addition to tax work, I was involved in all areas of their financial planning, including retirement planning, estate planning, education planning and stock option planning.
I started my own practice in 2003 and now work with over 200 clients from all walks of life. I especially enjoy working with self-employed individuals, helping them to understand the financial side of running a business.
I earned a Bachelor's degree from the University of Wisconsin-Madison and a Master's degree in Taxation from DePaul University. I became an Enrolled Agent, licensed to represent my clients before the IRS, in 1997.
I am a member of the National Association of Tax Professionals and am on the board of the Professional Women's Club of Chicago (PWCC) where I co-chair the Community Outreach and Education committee.
Click here for FAQ about the stimulus checks, due dates and other tax changes
(updated April 14, 2020)
You have many options when it comes to choosing a tax accountant and financial advisor. With over 20 years experience working with clients from every income level, I am dedicated to helping you with your financial matters. As a small business owner I am able to provide personalized quality service that will exceed your expectations.
Tax and Financial Advisor
What I offer:
Explanation of the tax laws.
Information to help you make informed decisions.
Personalized year-round service – I don’t disappear on April 15th!
Convenience – Meet at my office in Old Town, use my secure client portal or mail your documents to me.