Business and individual tax planning
Specialized health care and medical services
Year end tax planning
Specialized income tax planning
Washington State University, Bachelor of Arts, Accounting
Washington State University, Master of Accounting
Certified Public Accountant - State of Arizona
Certified Public Accountant - State of California
Arizona Medical Group Management Association (AzMGMA)
Healthcare Financial Management Association (HFMA) - Arizona Chapter
National CPA Health Care Advisors Association (HCAA)
Michelle has over 20 years of public accounting experience and provides tax, business, and consulting services to Arizona businesses.
She began her career at one of the largest public accounting and advisory firms in California and received her California CPA license in 2004. In 2008, Michelle received her Arizona CPA license and joined Wallace Plese + Dreher as a tax manager. In 2016, she was elected partner.
Michelle works with a variety of companies in multiple industries, including health care and medical, real estate, manufacturing, distribution, and technology. Her clients include high net worth individuals and private businesses. With health care and medical organizations, she consults with practice administrators and executive-level employees on compensation planning and business operations. She also assists with tax strategies associated with commercial real estate.
Her clients include:
She is a member of several health care and medical professional organizations such as the Arizona Medical Group Management Association (AzMGMA); Healthcare Financial Management Association (HFMA), Arizona Chapter; and National CPA Health Care Advisors Association (HCAA).