My Practice Approach

My goal is to be a 100% virtual and paperless practice. I use technology and tools that allow me to serve you remotely. By the end of 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 approach 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 quite a bit more, but you will get the level of service that meets 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 and my son sometimes helps me with administrative tasks. I do have a couple of close colleagues who occasionally contract out for onsite client service or special project needs.

I have over 35 years of professional experience, including public accounting and industry. I have both national firm and local firm experience, and multiple successful exits from the turnaround companies I was 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. The weather can be unpredictable, but getting out of the heat is always good.

Today, I limit my practice to Arizona based 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.