Michelle has over 20 years of public accounting experience, holds certified public accountant licenses in Arizona and California, and provides tax planning and consulting to corporations, limited liability companies (LLCs), and partnerships in multiple industries, including health care and medical, real estate, manufacturing, distribution, and technology. Leading the Firm’s health care and medical team, she collaborates with administrators, practice managers, operations managers, and executive-level employees about tax planning strategies for managing their practices.
Michelle’s representative clients include:
• Orthopedics; family and primary care physicians; solo practitioners; hospitalists; pediatricians; cardiologists; anesthesiologists; licensed behavioral therapists; surgery centers; dentists; orthodontics; ophthalmic surgeons; radiologists; and neurologists
• Family offices
• Real estate management
• Family limited partnerships
• Software development and technology
• Restaurants
• Wholesale distribution
• Natural food manufacturing
• Transportation and equipment manufacturing
In 2008, Michelle joined the Firm as a tax manager and became a partner in 2016. As one of the first women partners of the Firm, Michelle supports upward mobility and helps employees develop professional leadership skills. Emphasizing the Firm’s culture of continuous learning, she encourages involvement and participation in professional accounting and industry trade organizations.
Washington State University, Bachelor of Arts, Accounting
Washington State University, Master of Accounting
Business tax planning
Maximizing business tax deductions and credits
Minimizing tax liabilities
Qualified business income deductions
Strategically timing income and expenses
Charitable contribution tax benefits
Certified Public Accountant - State of Arizona
Certified Public Accountant - State of California
Healthcare Financial Management Association (HFMA) - Arizona Chapter
National Society of Certified Healthcare Business Consultants (NSCHBC)
2024 Az Business Magazine Who's Who in Healthcare
2015 Arizona Republic Who's Who in Business