Amy A. O'Loughlin
Amy 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 not-for-profit 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. She has done both internal and external training on various not-for-profit topics. Amy spends a majority of her time on consulting and compliance for tax-exempt filers.
Amy is an active member of the CBIZ Women's Advantage (CWA) Phoenix Leadership Committee - a program focused on providing our women with professional training, development, mentorship, recognition, and career enhancement.
Masters in Business Administration - University of Nebraska, Omaha
Bachelor of Business Administration - Gonzaga University
Certificate in Accountancy - Arizona State University
Certified Public Accountant (CPA) - Arizona
American Institute of Certified Public Accountants (AICPA)
Arizona Society of Certified Public Accountants (ASCPA)
- Not-for-Profit Conference Task Force
- Not-for-Profit Special Interest Section
What You Missed at the AICPA Not-For-Profit Conference, CBIZ & MHM Seminar, September 2019
What Not-For-Profits Gain (or Lose) Under Tax Reform, Arizona Society of CPA's Not-For-Profit Conference, June 2019
Economic Outlook: NFP Seminar Series, CBIZ & MHM Seminar, January 2019
Tax Check-Up for Not-For-Profits, Year 1 Under Tax Reform and Other Updates, CBIZ & MHM Webinar, January 2019
4722 N. 24th Street