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.
- Portland State University Center for Real Estate, Advisory Board member
- Oregon Children’s Theater, board member
- Moss Adams Inclusion & Diversity, Board Member
- American Institute of Certified Public Accountants (AICPA)
- Portland Estate Planning Council
- Oregon Society of Certified Public Accountants
Speaking engagements
- OHSU Foundation, June 2021,
The Tax Code Favors the Well Informed, Tax Effective Strategies for Achieving Philanthropic Impact