A Little Bit About Me
I’m a coffee-drinking, crossword-puzzle-solving, Aussie-loving, pickleball-playing, Baby-booming, plain-talking online entrepreneur. And I’m on a mission to help small business owners across the country end IRS payroll tax penalties FOREVER!
I’ve been involved in the financial world ever since I got my MBA from the University of Chicago. I worked several years on the audit staff of a large public accounting firm and was originally licensed as a Certified Public Accountant in Illinois in 1975. I started my private practice in Indianapolis in 1976 and I still have an office there and am registered to practice in Indiana.
I recently moved to Raleigh and am certified in North Carolina and registered to practice here also.
Since 2002, I’ve specialized in providing payroll service to small businesses.
Here are some of the places you can connect with me
I have a BS in math with specialization in computer science from Purdue University (Go Boilers!) and an MBA with concentrations in accounting and finance from The University of Chicago.
After graduation, I worked several years on the audit staff of the same company and was originally licensed as a Certified Public Accountant in Illinois in 1975.
I started my own private practice after I moved to Indianapolis in 1976 and I’m still registered to practice in Indiana. While living there, I helped develop the tax curriculum for the Business Ownership Initiative of Indiana and the Central Indiana Women’s Business Center, where I taught workshops about taxes, recordkeeping, and business startup.
In 2012, I sold my home of 33 years and moved to Raleigh, NC where I am also licensed to practice.
My clients have included small business owners and solo entrepreneurs working in such fields as dentistry, physical therapy, landscape architecture, commercial real estate brokerage, property and casualty insurance, dog grooming, education, alternative medicine, and on-line music sales.
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