My Practice Approach

My goal is to be a virtual and paperless practice. So, I use technology and tools that allow me to serve you remotely. Beginning in 2024, I will be entirely virtual, no physical office and no paper. Prior to the pandemic, my approach was considered leading edge. Now, it is typical.

My Story

I spent fifteen of my public accounting years building a small local firm into an area powerhouse. In 2015, I decided I wanted something different out of life. While I only practice part-time now, I am having a blast teaching and training the next generation and serving my small group of select clients.

If you are adept at working in the digital age – scanning, emailing, and connecting through technology – then I am here to serve you. My practice is low touch and high tech. If you need more extensive and personal support, then I can refer you to some of my wonderful colleagues here in town. Sure, they charge more, but you will get the service level that fits your needs.

Meet the Team

Okay – it’s just me for now and likely will stay that way.

(my lovely assistant – my wife – will sometimes answer the office phone – my son helps me with administrative tasks)

I have over 30 years of professional experience, including public accounting and industry. I have both national firm and local firm experience and multiple successful exits for the turnaround companies I have been privileged to serve. If I can’t help, I probably know someone who can.

Me in Alaska

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If you get the chance to take an Alaskan cruise, go for it. Weather can be unpredictable, but getting out of the heat is always good.

Today, I limit my practice to local small businesses and the folks who own them. I prepare individual and business income tax returns and can represent you before the IRS if needed.

My values

  • Integrity – Be honest and talk plainly. Take care with our promises and honor those we make.
  • Professionalism – Treat everyone with respect. Remain objective, but advocate with skill for all clients.
  • Courage – Recognize the fear of change. Do not give courage a back seat to discomfort.
  • Knowledge – Hold tight to a life-long love of learning. Ours is a knowledge-based business.
  • Kindness – Care for the less fortunate. We do not know the burdens others carry just by looking.