Shari is a Simsbury resident where she lives with her husband, son, and daughter and has been an active member of the community in athletics, music, and theater in Simsbury Public Schools and Summer Youth Programs.
She comes to Milestone Asset Management Group with a vast array of experience since her graduation from the University of Hartford in 1984.
She has over 13 years of public accounting experience focusing on the individual, partnership, and corporate tax preparation. Additionally, she has extensive QuickBooks experience, payroll, and taxpayer resolution cases in which she has worked on many collection situations and audits. Shari spent 8 ½ years at the Internal Revenue Service in both the Manhattan and Hartford districts, where she performed a multitude of various audits, piloted a new software, was an On the Job Instructor, and worked on several criminal cases.
Shari is looking forward to being part of the Milestone team and serving our clients’ needs.