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Kristen Schroeder

Director, Practice Lead

State Income Tax


Kristen provides compliance services for all state and local taxes required to report changes to federal taxable income. These services include reviewing original tax returns for accuracy, identifying federal audit and/or amended federal return changes, and identifying and incorporating federal changes with respect to the various jurisdictions and the corresponding modifications. She is also responsible for updating tax attributes such as net operating loss and capital loss carryovers and credit tracking.



25 years in state income & franchise tax; 25 years with DMA


  • Director and founder of a DMA team that has prepared over 100,000 amended returns
  • Expertise in audit settlement planning
  • Responsible for state and local compliance and tax research
  • Experience with state income and franchise tax recovery service to identify tax minimization strategies unrelated to federal changes
  • Generated over $1 million in tax savings for DMA clients

All US States



Banking & Financial Services | Entertainment | Healthcare | Insurance | Manufacturing | Pharmaceutical | Retail | Technology



CorpTax® | OneSource®



  • Bachelor in Accounting – University of Cincinnati College of Business
  • Attends seminars that address state and local tax