Senior Manager, BGBC Advisory, LLC Director of Assurance Services cmartinez@bgbc.com | 317.860.1077 | Download vCard Cristina serves as Director of Assurance Services. She has over eight years of public accounting experience. Cristina was inspired by her oldest sister to go into accounting. She attended the University of Navarra in Spain where she earned a degree in…
Senior Manager, BGBC Advisory, LLC Tax Services mdeguzman@bgbc.com | 317.860.1408 Maggie de Guzman, EA serves as a Senior Tax Manager. She specializes in international tax, specifically in US filings for international corporations. Maggie was inspired to go into accounting in high school when one of her accounting teachers mentored her and set up various internships to try out…
Manager, BGBC Advisory, LLC Tax Services chrisb@bgbc.com | 317.860.1373 | Download vCard Chris serves as a Manager in Tax Services. He has more than 20 years of public accounting experience, including tax compliance and planning for individuals and business entities. Chris is also a member of the state and local tax team with a focus on…
Partner, Springline Advisory Indianapolis Accounting & Business Advisory Services jason.twomey@springlineadvisory.com | 317.860.1101 Jason serves as a Partner in Tax Services. His expertise lies in a wide range of tax and assurance services as well as process improvement. Jason received a Bachelor of Science in Accounting and Finance with a minor in Economics from IUPUI. With more…
Partner, Springline Advisory Indianapolis Accounting & Business Advisory Services andrew.terry@springlineadvisory.com | 317.860.1074 Andrew serves as a Partner in the Accounting and Business Advisory Services Practice. He focuses on financial statement reviews and compilations, including planning and execution. Andrew received his Bachelor of Science in Accounting and Finance from Indiana University. With 14 years of public…
Partner, Springline Advisory, Indianapolis richard.smith@springlineadvisory.com | 317.860.1071 Richard Smith, MST, CGMA serves as a Partner. He specializes in partnership and flow-through taxation, corporate and flow-through business structuring, mergers and acquisitions transactions, business and individual tax planning, and reviews filings and tax positions for various corporation and partnership tax returns. He serves various industries including manufacturing,…
Partner, Springline Advisory Indianapolis State Tax Services kyle.simmerman@springlineadvisory.com | 317.860.1387 Kyle Simmerman brings a wealth of knowledge to the firm in State Tax. He works with entrepreneurs in closely held businesses to provide state tax solutions to maximize state credits and minimize state liabilities. His expertise lies in nexus-related matters, franchise tax, property tax, sales…
Retired Partner Tax Services bowen@bgbc.com | 317.860.1092 | Download vCard Bill Owen Jr., CPA/PFS, CFP®, serves as the Managing Director of Denali Wealth Management Advisors, LLC, an affiliated registered investment advisory firm. As a CPA with over 25 years of experience and over 15 years as a Certified Financial Planner™, he has extensive experience providing income,…
Office Managing Partner, Springline Advisory Indianapolis Assurance Services shelley.mattaliano@springlineadvisory.com | 317.860.1378 Shelley Mattaliano serves as Managing Partner. She specializes in Assurance Services, developing the optimum approach tailored to each assurance engagement. Shelley brings over 25 years of experience to the firm. She attended Syracuse University, where she earned a Bachelor of Science. Prior to BGBC,…
Partner, Springline Advisory Indianapolis Tax Services brent.holman@springlineadvisory.com | 317.860.1382 Brent Holman, CPA serves as a Partner in Tax Services. He received his Bachelor of Science in Business from Indiana University’s Kelley School of Business, and has twelve years of public accounting experience including tax planning and compliance for multi-state corporations, partnerships, and individuals. Brent works…