Sandi offers expertise across areas like the analysis of financial statements, financial projections of business operations, managerial consulting. Additionally, Sandi is able to provide knowledge regarding the preparation of business plans as well as business valuations for gifting, estate planning, and business divestitures. She also has taxation experience involving trusts, estates, and individuals. Sandi keeps her clients up-to-date on the tax landscape changes and maintains a high volume of communications.
Years of Experience
43
Education
Bachelor’s, University of South Florida
Professional & Civic Leadership
- Former Treasurer and Board Member for Santa Fe Animal Shelter & Humane Society
- Board Member for New Mexico Governor’s Mansion Foundation
- Espanola Humane Board Member
Professional Credentials
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Certified Valuation Analyst (CVA)
Awards
NACVA Instructor of Great Distinction (2006)
New Mexico Society of CPAs Outstanding Member In Public Practice Award (2007)
2024 Lifetime Achievement Award by the New Mexico Society of CPA
