Experience: I provide a variety of accounting and auditing services to clients in the housing and community development, real estate, and construction industries. As the leader of the housing and community development group for Ohio, I specialize in HUD financing and low-income housing tax credits and frequently work with owners, developers, and management companies. Most of my work is on large multi-entity engagements where I advise my clients on operational efficiency and improving internal controls.
Because of my technical real estate experience, I’m a member of the firm’s professional standards team, which provides staff and clients with guidance and information on new and proposed financial statement reporting standards. I’m often asked to speak at affordable housing conferences on various tax credit and HUD topics. I’ve authored articles about buy-sell agreements, grants to nonprofit sponsors, and the OMB Super Circular. I belong to the OSCPA, AICPA, NAIOP (The Commercial Real Estate Development Association), the Ohio Housing Council, and the Affordable Housing Association of CPAs, as well as the Young Professional Academy of Dublin City Schools. I received by B.B.A. from The Ohio State University.
Specialties: Real estate, affordable housing, construction, tax credits, incentives and deductions, low-income housing tax credits, not-for-profit.