American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants
Washington Society of Certified Public Accountants
Certified Public Accountant, Colorado (Certificate No. 33925)
Certified Public Accountant, Washington (Certificate No. 26193)
Masters of Science in Taxation – Golden Gate University
Master of Professional Accounting - Auditing & Assurance – University of Washington
Bachelor of Arts, Accounting – University of Washington
More than 10 years of public accounting experience providing business and tax consulting services to a variety of industries including real estate, manufacturing, distribution, retail, professional services and technology, helping them navigate the tax implications of their business goals.
Experience identifying impactful tax solutions for high net worth, partnership and corporate taxpayers, including targeted tax deferral and minimization strategies.
Leverages technology and a strong tax research background to advocate for his business clients in the areas of compliance, projections and tax planning.
Results of impactful tax services include advising a commercial real estate owner and developer of a different accounting method to generate more than a $1 million current year deduction and reduction of depreciation recapture on the sale of their property; analyzing accounts to generate more than $100,000 of accelerated deductions than originally projected and utilized in previous years; utilizing international tax strategies to minimize effective tax rate by more than 20 percent of foreign earned income.