As a Tax Accountant and CPA in the W3 Financial Group Columbus office, I support the Tax Management Team with the timely review and filing of income tax returns for our clients. My goal every business day is to ensure that our clients are in full compliance with Local, State and Federal Tax Laws and Regulations. Tax compliance can be a very stressful process for clients, but our firm eases that burden by handling the tax filing processes, while ensuring that we maximize client after-tax income.
I joined W3 Financial Group after a rewarding 18-year career working in leadership roles for Fortune 100 Companies in the Healthcare Industry that manufactured and distributed medical supplies, surgical equipment, and minimally invasive medical devices. In addition, I ran my own CPA practice for several years, providing Bookkeeping, Tax and Consulting services to clients.
I wake up happy every morning, knowing that I will be working with my W3 Financial Group teammates and our amazing clients, whom we strive to provide top notch accounting, tax and wealth management services. We all take great pride in helping our owners and management team build long-term client relationships.