Corey is the Director of Tax, where she is responsible for tax compliance and coordination with advisors on tax planning. Previously, Corey was Tax Director at CliftonLarsonAllen, one of the largest U.S. professional services/accounting firms, where she assisted clients with establishing and meeting their tax and financial planning objectives. Corey worked with a select group of clients, where she prepared tax returns for individuals and entities. Corey researched and drafted technical tax memoranda on various tax issues and served as a subject matter expert when appropriate. She also mentored associates and served as a resource for client engagement teams.
Corey is a Certified Public Accountant®. She earned her Bachelor of Arts, Business Administration with a concentration in Accounting from California State University – Fullerton.