Colleen joined Tax Management Services, Inc. as a seasonal tax professional in 2022 for the start of the 2021 Tax Season. She brings to TMS 12 years experience with individual tax preparation including small business, rentals and investment income. Colleen enjoys working with clients to help them to understand their tax circumstances and to obtain the benefits to which they are eligible. Prior to joining TMS, Colleen has held a variety of accounting and consulting roles within manufacturing, professional services and distribution sectors.
Colleen earned the CMA – Certified Management Accountant - in 2016 and holds MBA from UW-Oshkosh and Bachelor’s degree from UW-LaCrosse in Accounting with a Computer Science minor.
Outside of the office, Colleen enjoys bicycling, reading, paper crafting and sewing.
*Colleen is not affiliated with Woodbury Financial Services, Inc.