Expert witness in an accounting and tax professional with more than 20 years of experience in accounting and tax preparation services. The expert offers services as an accounting expert witness and provides consultation in matters involving tax preparation, financial record analysis, and accounting practices related to business entities, partnerships, and limited liability companies. The expert’s work includes several areas of accounting and taxation. Core responsibilities involve preparation of federal and state tax returns for individuals and business entities, tax planning, and representation in Internal Revenue Service and state audit matters. Additional experience includes bookkeeping, payroll administration, and financial record management for businesses. A significant portion of the expert’s work involves partnership and limited liability company taxation, including preparation of partnership tax returns, Schedule K-1 allocations for partners or S-corporation owners, and analysis of partnership income and business structure issues relevant to financial and tax matters.

Professional experience also includes business consulting and planning related to entity formation and business operations for small businesses and larger organizations. Earlier responsibilities have included management and supervisory roles as well as customer service mediation involving complex service-related disputes. These experiences contribute to familiarity with financial documentation, operational structures, and business decision-making processes relevant to accounting and tax matters. Professional credentials include designation as an Enrolled Agent, authorizing representation of taxpayers before the Internal Revenue Service. Additional certifications include QuickBooks Desktop and QuickBooks Online ProAdvisor and tax preparer certification issued by the Internal Revenue Service. The expert holds a Bachelor of Arts degree and a Master of Business Administration.