Alex has practiced public accounting since 2005. She has experience with taxation for S corporations, partnerships, individuals, trusts, and estates. Alex primarily serves clients in the manufacturing, professional services, and real estate industries and provides various tax services to businesses, their owners, and their families.
Alex works with clients on a variety of business and tax planning engagements, including estate tax planning, business succession planning, income tax planning, and pre and post transaction planning for business owners and their families.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.