My mission is to do more than meet your basic tax compliance needs, but also understand your business and financial goals so that we can work together to achieve them. The tax landscape is ever-changing and by taking a proactive approach to tax planning and business advisory, we can ensure that you are in an optimal financial position.
I began my professional career in 2007, working at Berntson Porter & Company, a well respected regional public accounting firm located in Bellevue, Washington. During my time there, I gained experience across a wide range of industries, but developed a specialized expertise in Real Estate and served as the firm's Real Estate Practice Leader for several years. I joined the company's Principal group in 2019 and was most recently a Managing Director at CBIZ Berntson Porter following the firm's merger with CBIZ, Inc. in May of 2021.
Prior to becoming a CPA, I earned a Master's Degree in Taxation from the University of Washington where I also obtained my undergraduate degree in Business Administration with focuses in Accounting and Finance.
When not working, I enjoy hiking, soccer, and spending time with Pamela, my wife of nine years, and our three young children.
Professional Associations:
Personal tax return preparation that goes beyond compliance. My goal is to optimize your tax position, not just in a single year, but over time.
Income taxes are often the third highest expense for a business behind payroll and direct costs. When preparing your business return, I assess various tax elections and reporting positions to optimize your tax position.
I meet with you periodically during the year to analyze transactions and prepare year-end tax projections in order to eliminate surprise payments on April 15th.
An accurate set of financials not only helps reduce tax compliance costs, but also provides owners with vital information to effectively run their business.