Josie Dillon is a Senior in our Tax Services group. As a Senior, she performs a wide variety of tax compliance and consulting services: personal, business, trust and nonprofit income tax filings — both federal and multi-state — covering a broad spectrum of industries. She also works on various tax projections, miscellaneous tax filings, tax compliance and planning goals. Her work focuses on delivering solutions to the tax compliance headaches of our clients.
A graduate of the University of Indianapolis with a bachelor’s degree in Accounting, Josie is a CPA and a member of both the Indiana CPA Society and American Institute of CPAs. Born in Mooresville, Ind., she and her husband Ryan have three daughters: Rebecca, Rachel and Dani. She spends most of her free time on family – helping with homework, running children to gymnastics classes and finding quality together time.
Josie is Treasurer of the PTO at Center Grove Elementary School, and is also a finance volunteer at Emmanuel Church in Greenwood.