Monica Sullivan, CPA, Named Principal of TD&T CPAs and Advisors, P.C.

[October 16, 2017] TD&T CPAs and Advisors, P.C. (TD&T), a regional accounting, tax and business consulting firm based in Iowa, is proud to announce that Monica L. Sullivan, CPA, has been named a Principal of the firm.

Sullivan is a trusted advisor to high net worth families, multi-generational family owned businesses and executives. She specializes in managing the consulting and compliance needs of clients to maximize tax planning opportunities and minimize risk.  Monica comes to TD&T with significant experience in manufacturing, construction, real estate, and estate, gift, and trust.

Jerry Kirkpatrick, Managing Principal of TD&T CPAs and Advisors, P.C. said, “We are excited to announce the promotion of Monica to Tax Principal.  Monica is committed to the firm’s vision of helping clients and is a great example of our firm culture.  Monica will be a key part of our firm’s future, and we are thrilled to add her talents to our Management Team.”

Sullivan joined TD&T as a Senior Tax Manager in 2016 and is the Construction and Manufacturing Industry Leader for the firm. She is a 1994 graduate of Iowa State University and holds over 20 years of extensive tax experience serving clients and businesses. Prior to joining the firm, Monica spent three years serving as tax advisor to a privately held multi-national manufacturing company and over 19 years with a Big 4 Firm serving middle market, privately owned businesses and their owners.

Monica is actively involved in the Iowa Society of CPAs, currently serving on the Taxation Committee and a past member of the Financial Literacy Committee.

By | 2017-10-16T09:57:47+00:00 October 14th, 2017|TD&T|

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