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Owner
CassMee Consulting LLCOwner
Jul. 2025United States, San FranciscoConsulting services
M&A Tax Director
PKF O'Connor DaviesM&A Tax Director
May. 2023United States, San Francisco• Lead M&A tax function advising clients on buy-side and sell-side transactions, with a focus on structuring, due diligence, and post-close integration for middle-market businesses and private equity sponsors. • Built and scaled the M&A tax team from the ground up, including recruiting, training, and developing talent to support rapid practice growth. • Developed firmwide tax due diligence roadmap, training manual, and standardized tools/templates for key deliverables, including tax due diligence reports, sell-side net after-tax proceeds tax models, and structuring memos. • Advise clients on tax-efficient deal structures, entity classification, basis step-ups, §754 elections, §1202 planning, and other tax strategies to optimize transaction outcomes. • Review and provide tax advice related to transaction documents, including letters of intent, purchase/merger agreements, credit agreements, and operating agreements. • Support clients through post-transaction integration, including restructuring, legal entity rationalization, and tax compliance. • Manage, mentor, and develop team members while overseeing multiple concurrent engagements under tight timelines. • Drive business development through thought leadership, client relationship management, and cross-functional collaboration.
Founding Member
The F SuiteFounding Member
Sep. 2022 - Sep. 2023San Francisco, California, United StatesWe are an independent, invitation-only, peer community where CFOs share knowledge / best practices and support each other throughout our lives and careers
Head of Finance
AnkrHead of Finance
Jan. 2022 - Jan. 2023United States, San FranciscoReported directly to CEO. Responsible for all financial and certain key operations and HR matters, including tax, cash/crypto management, accounting, billing, and compensation and benefits.
Senior Tax Manager - Special Acquisition Services (M&A)
DeloitteSenior Tax Manager - Special Acquisition Services (M&A)
Apr. 2015 - Apr. 2021San Francisco Bay AreaSenior Tax Manager in the Special Acquisition Services (M&A) practice with experience in federal, state and international M&A transactional issues, including ASC 740. Client base includes both private equity and strategic clients with a focus on consumer products, healthcare, life sciences and technology. My experience includes tax due diligence, structuring (domestic and international), quantitative tax analytics, post-transaction tax planning and other tax consulting projects.
Senior Tax Consultant - Business Tax Services
DeloitteSenior Tax Consultant - Business Tax Services
Sep. 2012 - Mar. 2015United States, San Francisco• Audited and prepared annual and quarterly tax provisions, for large public entities under ASC 740, including but not limited to, ASC 740-10 analysis, internal controls under Sarbanes Oxley, tax footnote, MD&A tax disclosure, and valuation allowance analysis. • Prepared, reviewed, and managed the filing of consolidated federal corporate tax returns and combined/unitary state/local corporate tax returns for large retail, healthcare, technology, manufacturing, and life science companies, including loan staff engagements (i.e., under the direct supervision of company) at two multinational Fortune 500 companies.
Tax Consultant - Multistate Tax Services
DeloitteTax Consultant - Multistate Tax Services
Jun. 2010 - Aug. 2012San Francisco Bay Area
Tax Intern
DeloitteTax Intern
Jun. 2009 - Aug. 2009
Staff
Labhart Miles Consulting GroupStaff
Feb. 2008 - May. 2010• Calculate and prepare required documentation for California Enterprise Zone Net Interest Deduction and Enterprise Zone Hiring Tax Credits (CRTC §24384.5, §23622.7) • Prepare tax audit documentation for clients • Assist in training new employees on research, calculations, and software
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