Karen, a BMSS member, joined the firm in 1998 and serves in the professional services and manufacturing and distribution industries. In addition, she also leads the State and Local Tax (SALT) group, which focuses primarily on income tax, sales and use tax, unclaimed property, business licenses and ad valorem taxes. Karen uses her caring attitude and expertise to provide her clients with exceptional service. In one particular example, Karen was able to help a client adjust an assessment by $289,000.
Prior to joining BMSS, Karen was a field agent for the IRS in New York state, which provided her with great experience in assisting clients who are undergoing an audit. In addition, she obtained years of experience working in the private sector with a governmental contracting firm in the Washington, D.C., area as well as with several public accounting firms. She provides training and seminars that focus on SALT topics, as well as other pertinent tax issues. Karen attributes her success to her determination and responsibility, as well as to the support she receives from her family.
Originally from Cobleskill, New York, Karen now lives in Hoover with her husband, Chad. Her parents continue to reside in the house she grew up in, and Karen loves going home to visit. In her free time, she enjoys traveling and visiting her daughter in Chicago and watching her boys play baseball.
- State University of New York, Fredonia
- Bachelor of Science, Accounting
- American Institute of Certified Public Accountants (AICPA)
- Alabama Society of Certified Public Accountants (ASCPA)
- Alabama State Tax Committee
- Shelby County Chamber of Commerce
- Certified Public Accountant (CPA)