Industry Expertise

Practice Focus

Biography

Theresa has practiced public accounting since 1996. She has extensive experience working on a variety of benefit plans, recurring audit, and SOC 1 review engagements. Her expertise includes defined contribution (401(k) and 403(b)), defined benefit, ESOP, and health and welfare plans. She audits over 30 employee benefit plans annually, including 11-K filings.

Selected Speaking Engagements

  • Preparing Employee Benefit Plans for 2020
    (Moss Adams Webcast, November 2019)

Professional Affiliations

  • Board Member, Western Pension & Benefits Council
  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, business administration – accounting, University of Washington