Teams at Stable Rock

Coordinates individual and business tax engagements by organizing client documentation, tracking deadlines, maintaining filing calendars, managing electronic filing status, supporting client communications, and routing tax notices. Maintains accurate records and departmental databases, coordinates workflows and resources, identifies bottlenecks, and improves administrative processes. Works closely with tax professionals, leadership, and clients to ensure timely, organized, and efficient tax preparation and filing.

Leads Stable Rock’s individual tax practice for high-net-worth clients. Oversees complex federal and state tax return preparation, review, technical compliance, year-round tax planning, and investment-related advisory services. Manages and develops tax professionals, establishes quality standards, improves workflows, and ensures timely delivery. Builds trusted client relationships, collaborates with external advisors, identifies planning opportunities, and supports practice growth, service expansion, and operational excellence.

Prepares and reviews federal and state tax returns for high-net-worth individuals and other clients, including investment income, capital gains, partnership K-1s, trusts, and alternative investments. Conducts tax research, supports planning and compliance engagements, reviews financial documentation, responds to tax notices, communicates with clients, maintains workpapers, and collaborates with senior tax professionals to deliver accurate filings and identify planning opportunities.