Director of Tax and Business Valuations
Anne is the Director of Tax and Business Valuations, with over 20 years of public accounting experience providing tax, accounting, and business valuation services. She is an expert in business and personal income taxes along with valuing businesses for multiple types of transactions and tax situations. Anne’s practice of tax services, focuses on tax compliance, planning and consulting for closely held businesses and individuals. Her Business Valuation practice focuses on valuations for estate and gift tax, owner disputes, divorce, sales transactions and buy-sell agreements. Her clients have included medical, manufacturing, professional services, charitable organizations, construction, service and high net worth individuals.
Anne graduated from Saint Mary’s Colling of Notre Dame, Indiana in 1994 with her Bachelors of Business Administration with a specialization in accounting. She is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. Anne serves as Treasurer of the Central Trail Elementary Parents’ Club.
Anne is a resident of Sylvania along with her three Children, her son Ian and twin daughters Emma and Olivia. She enjoys playing tennis, decorating her home and reading, if and when she ever has a free moment to herself..