EXPERTS IN GUIDING ENTREPRENEURS
I am a CPA and shareholder at Casey Neilon. In this role, I work with many small businesses and their owners. I love that this gives me the opportunity to go beyond just being a tax preparer or auditor. The long-term relationship that develops encompasses the roles of business advisor and trusted confidant.
I have been serving clients in this capacity since 1997. My experiences have taught me that I am not Wonder Woman, nor do I have a crystal ball, but many people have no background in accounting and finance, and they need someone that they can trust to help them navigate a path to reach their goals.
Accounting is not just about the numbers. Let’s face it, numbers can say anything we want them to say. Accounting is about analyzing data, collaborating with others in the decision-making process and ultimately solving problems that hinder business growth or reaching personal wealth goals.
What I love most about serving clients is sharing knowledge that helps them make sound business and personal decisions. Being a sounding board and helping guide a client through the decision-making process give me great satisfaction.
When I’m not working I like to travel and spend time with my family. My favorite trip was our honeymoon in Peru. Experiencing other cultures and learning about the customs and traditions in another country opens your eyes and brings a new perspective to your life.
Education, Certifications, Licenses
Bachelor of General Studies, University of Nevada, Reno
Accounting Licensure Program, University of Nevada, Reno
Graduate Certificate in Taxation, Golden Gate University
Certified Public Accountant
Mountain Region Director – National Association of State Boards of Accountancy
President, Nevada State Board of Accountancy
Treasurer, Nevada Public Health Foundation
Volunteer, Carson Tahoe Regional Medical Center Advisory Council
INSIGHTS I’D LIKE TO SHARE
WHY YOUR CPA SHOULD BE INVOLVED IN FINANCIAL PLANNING
IF YOU WANT TO THRIVE IN THE NEW ECONOMY – GET RESILIENT
DO I QUALIFY FOR THE NEW QBI TAX BREAK?
IDEAS TO HELP YOU GET THE MOST FROM THE NEW TAX LAWS BEFORE YEAR-END
WHY FEAR IS THE ENEMY OF ENTREPRENEURS