Amy is a senior tax accountant specializing in personal, estate, trust and gift tax preparation. Meticulous by nature, clients value Amy’s detailed and thorough approach and ability to navigate complex technical tax issues. She honors a deep professional commitment to planning for the expected events in each client’s life while anticipating the unexpected, delving into each client’s personal return to uncover estate and retirement planning needs as well as identifying hidden tax saving opportunities. Her clients include high net worth individuals, small-to-middle market business owners, and family trusts and estates.
A member of the accounting industry for over 30 years, she is an Enrolled Agent, Certified Specialist in Estate Planning and a member of the Michigan Association of Certified Public Accountants. In addition, she serves as a volunteer for the Accounting Aid Society, working with low-to-moderate income taxpayers on behalf of the Internal Revenue Service’s VITA program.
“Amy has the ability to recognize almost instinctively what matters to clients, beyond what is on the tax return. Her dedication to truly understanding her clients and her vast amount of experience is a tremendous asset to ShindelRock and a model of the level of service we strive to provide.” ~ Maria Montie, Partner, ShindelRock
“I enjoy working with people and have that opportunity with our clients and staff. Finding ways to achieve the least possible tax or identifying areas where future planning is needed are some of the challenges I enjoy. Having been in this field for over twenty years has exposed me to a many unique tax situations and this experience benefits clients and other staff. There is great variety here, so I get involved in unique tax projects that come along and keep the job fresh.”