Overview

Carrie is a senior member of the firm’s Accounting Services Group, bringing more than 20 years of experience to the firm. She specializes in all aspects of the accounting services function, including accounts payable/accounts receivable, maintaining and balancing accounts and reconciliations. She is also adept at maintaining and reviewing corporate financial records and tax compliance, including preparation and individual, corporate, partnership, retirement and payroll tax returns.

Proactive

With years of experience, Carrie has a keen eye for details and a high proficiency in desktop and mobile platforms, operating systems, databases and application suites in a variety of areas. She believes that knowledge is powerful and is always looking for new ways to remove obstacles and develop creative solutions to meet her clients’ needs. Carrie is also an educator, working closely with her clients to ensure that not only do they have a thorough understanding of the services she is providing and that they are well advised.

Outside of the Office

Outside of the office, Carrie is an avid athlete. She loves to run, and you can often find her training for her next triathlon or ultra-marathon.

Certifications & Licenses

• Enrolled Agent

Memberships & Affiliations

• National Association of Enrolled Agents
• Illinois Association of Enrolled Agents

Education

• Studies in Mathematics and Computer Science, Indiana Wesleyan University
• Management Information Systems coursework, University of Wisconsin-Milwaukee
• Business studies, College of Lake County - Illinois