Amy O'Loughlin is a Director in the company’s tax and business services division. Amy is responsible for various tax compliance and research matters for tax-exempt entities and nonprofit entities. Her duties also include preparation and review of tax-exempt organization returns.
Amy has significant experience working with approximately 200 tax-exempt organizations on IRS compliance, multi-state issues, establishing tax-exempt status, and income, sales and payroll tax issues unique to tax-exempt clients. She sits on the CBIZ not-for-profit practice group steering and technical committees.
Masters in Business Administration - University of Nebraska, Omaha
Bachelor of Business Administration - Gonzaga University
Certificate in Accountancy - Arizona State University
American Institute of Certified Public Accountants (AICPA)
Arizona Society of Certified Public Accountants (ASCPA)