Ann’s specialties include individual and business tax planning, stock option planning, retirement planning, not-for-profit taxes, and more. A Senior Manager in the Tax Department, Ann has made longstanding connections with her clients. Her outgoing personality and extensive tax knowledge make her an obvious choice for a tax seminar presenter.
Though Ann appreciates the friendships she has made with her terrific colleagues, she loves having time with her family outside of the office. They are crazy about their family beach vacations and try to travel to the beach every summer to relax.
Individual tax planning and review
Corporate, Partnership and LLC tax planning and review
Representation on tax matters
Not-for-profit tax compliance
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