Agnes leverages more than 20 years of experience to help businesses across a broad range of industries implement tax planning strategies focused on minimizing liabilities while maintaining compliance.
In addition to her public accounting roles, she served as CFO of a manufacturing company for several years, giving her firsthand insight into all aspects of business operations, including human resources, IT and finance. Today, she advises clients on tax planning related to business sales and acquisitions, including due diligence, transaction structuring, tax gain calculations and operating agreements. She also specializes in complex partnership taxation matters such as entity formation, allocation methodologies, compliance and partner transactions.
Agnes’ operational insight, combined with her tax expertise, positions her as a trusted advisor to clients pursuing strategic growth, mergers and acquisitions, and succession transitions
- Certified Public Accountant (CPA)
- Construction
- Logistics & Distribution
- Health Care
- Manufacturing
- Professional Services
- Real Estate
- Consumer Products & Retail
- Dealerships
- Tax
I enjoy helping business owners navigate complex tax matters with clarity, minimize risk and build a strong foundation for sustainable growth by developing practical, forward-looking strategies that support day-to-day operations while positioning their businesses for the future.
