Michelle has more than 30 years of diverse experience in private industry and public accounting, serving clients in many industries including financial, retail, information technology, healthcare, manufacturing, food service and transportation.
Michelle is responsible for the accurate and timely annual filing of thousands of unclaimed property reports for an impressive list of Fortune 500 and middle market companies in various industries. She also has comprehensive experience in providing a variety of other unclaimed property services to her clients including comprehensive diagnostic reviews, audit defense, voluntary disclosures, policies and procedures, and exposure calculation and mitigation.
- Provides ongoing consulting services to her clients through diagnostic reviews, audit defense, voluntary disclosures, analysis of best practices, policy and procedure development and unclaimed property reporting process improvements
- Unclaimed Property Professional Organization (UPPO)
- Bookstein Institute for Higher Learning, Tax Development Journal, production editor
- Outsourcing Unclaimed Property Reporting—Four Things to Consider, Bloomberg Tax, co-author, 2023
Location
Frisco, TX
Education
Master of Science in taxation
California State University, Northridge
Bachelor of Science in Business Administration in accounting
California State University, Los Angeles
