Teams at CLA (CliftonLarsonAllen)

Advise clients on federal tax accounting methods, including income and expense recognition, inventory, capitalization, cost recovery, and accounting periods. Research complex tax issues, prepare calculations, analyses, Form 3115 filings, technical memoranda, IRS responses, and ruling requests. Manage multiple client projects, collaborate with firm leaders, and mentor staff while delivering accurate, timely solutions.

Provides tax accounting methods consulting on income and expense recognition, inventory, capitalization, cost recovery, accounting periods, and accounting method changes. Conducts tax research, analyzes client data, prepares calculations and Form 3115 filings, and supports multiple client projects. Collaborates with firm leaders and business personnel while mentoring staff and contributing to client-focused tax strategies.

Lead and manage R&D tax credit engagements including client interviews, data review, technical reporting, and coordination of project teams. Support delivery of multiple simultaneous projects, provide technical and compliance research, and build client relationships and business development within federal tax strategies.