EA, MBA, MSA

Kerry, a Certified Tax Coach (CTC), credentialed by the American Institute of Certified Tax Planners specializes in creating and implementing tax strategies to reduce your tax liability for the individual and business owner.

In addition, Kerry is a fellow of the National Tax Practice Institute (NTPI®) with the National Association of Enrolled Agents (NAEA). The National Tax Practice Institute (NTPI®) is a three-level program designed to prepare tax professionals for a career in tax representation. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure.

As a life long student and educator, Kerry prioritizes education! She goes above and beyond in continuing education for tax legislation, guidance, and procedures. This ensures that she keeps clients abreast of tax changes and remains as a subject matter expert in taxation and business.