Areas of Expertise
- Microsoft Excel
- Tax – Individuals
- Tax returns – Business
Mom of 4. Individual tax. Professional organizer. Excel junkie. Runner.
A specialist in tax services for individuals, Maria enjoys the personal connections built while helping individuals and families navigate the complex tax world. With personal experience in this area, she especially enjoys helping older people with limited family support as they handle their financial and tax matters. Maria brings many years of Big-4 public accounting firm experience to help high-net-worth clients implement appropriate tax planning strategies.
Clients and colleagues benefit from Maria’s strong organization skills, especially with paperwork. These skills were probably developed out of necessity, after years of home-schooling her four children. She has a unique ability to combine a love for details, people, and being efficient. Maria has a keen sense to make software work to her advantage and is quite proficient in Excel.
She leads an active lifestyle, runs daily with her dog, and enjoys time at their Wisconsin cabin and family vacations. Maria volunteers with the church, her kids’ activities, including the Lacrosse Booster Club. A native to Wisconsin, she hasn’t let go of her roots and joins several CK&Co. colleagues supporting the Green Bay Packers and her alumni, the Wisconsin Badgers.