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.

• The Tax Code Favors the Well Informed, Tax Effective Strategies for Achieving Philanthropic Impact
  (OHSU Foundation, June 2021)
• Gift Tax Reporting & Compliance
  (OSCPA 2019 Estate & Trust Conference, June 2019)

• Advisory Board Member, Portland State University Center for Real Estate
• Board Member, Moss Adams Inclusion & Diversity
• Board Member, Oregon Children’s Theater
• Member, American Institute of Certified Public Accountants
• Member, Oregon Society of Certified Public Accountants
• Member, Portland Estate Planning Council

• BS, accounting, University of Oregon