John works primarily as a strategist for corporate and individual taxes. He specializes in the healthcare and agriculture industries, where he serves as a trusted advisor for business, tax and human resource matters. John is especially adept at coordinating reorganizations for succession planning and transfers in the agriculture industry and handling mergers and acquisitions. He […]
Maggie Schultz specializes in providing audits of community banks and employee benefit plans. She has worked with financial institutions with assets ranging from $50 million to $600 million. She also is the firm specialist in agreed upon procedures of interest only trust accounts. Maggie enjoys regularly communicating with her clients to stay up to date […]
Jennifer Woodruff provides expert guidance to clients across multiple industries ranging from manufacturing to small businesses. She also provides tax services to individuals. Jennifer assists clients with federal and state and local tax (SALT) issues, including income and tax planning. She has significant experience with S Corporations and helps clients succeed by providing tax compliance […]
Melissa Meeker has extensive experience with financial accounting software packages. She works with her clients to help them utilize the more complex functions of the software and implement financial controls and process improvements. Melissa specializes in accounting software implementation, training and troubleshooting. Along with her technical expertise, Melissa assists clients with various tax issues ranging […]
Nathan Hale performs audit procedures for various not-for-profit organizations, including federally qualified health centers (FQHC) and behavioral healthcare agencies, employee benefit plan groups, HUD, Rural Development and Section 42 low income housing tax credit projects. He has experience in all aspects of auditing, ranging from internal control testing to financial statement reporting. Nathan uses his […]
Rick Moon has over eight years of assurance and consulting experience in the not-for-profit and affordable housing industries. In the affordable housing sector, he manages HUD, Rural Development and Low-Income Housing Tax Credit engagements. When serving not-for-profit organizations, Rick specializes in federally qualified health centers, housing assistance organizations, behavioral healthcare organizations and other not-for-profit organizations […]
Kyle Overly performs audit procedures for various real estate companies, not-for-profit organizations, institutions of higher education, HUD, and Section 42 low income housing tax credit projects. He has experience in all aspects of auditing, ranging from internal control testing to financial statement reporting. Kyle uses his auditing knowledge to deliver proactive solutions to his affordable […]
Kelly Hoehne specializes in not-for-profits and affordable housing. She provides expert guidance to clients in HUD, Rural Development, and Low-Income Housing Tax Credit engagements within the affordable housing industry. Kelly provides strategic insights to not-for-profit organizations in multiple areas including federally qualified health centers (FQHC), housing assistance organizations and behavioral healthcare organizations.
Renea Irick helps Affordable Housing clients succeed by providing tax compliance and planning strategies. She specializes in partnership taxation and real estate, and also offers credit compliance and technical termination preparation services. In addition to her Affordable Housing clients, Renea also works with not-for-profit organizations, small businesses, and individual clients.