Specialties
Areas We Specialize In
Frankly, I cannot think of a client and/or tax return type that I have not successfully worked on during my long CPA career!
You’ve heard when you’re dealing with your Real Estate, it’s all about Location, Location, Location.
Well in the CPA world, it is all about Experience, Experience, Experience.
I have gained extensive experience in the following specialties and attend education frequently throughout the year to provide the most up-to-date, accurate CPA and tax services possible.
Business Owners
I grew up with one of the best business people I ever met, my Dad. He taught me more about businesses and work ethic than I learned in six years of college.
Read moreAny & All Individuals
My experience with individual tax returns began in the mid-80’s with my own first W-2 when my brother showed me how to file my tax return.
Read moreReal Estate Professionals
I spent three years as the Corporate Controller for the Crye-Leike Real Estate Company working directly under Harold Crye and Dick Leike.
Read moreStock Market Investors
Early in my CPA Career I started working with Stock Market Investors and I invested considerable time learning about the Stock Market.
Read moreEstates/Trusts
I have extensive experience working with Estates and Trusts, both through attorneys and family members.
Read moreMilitary
Some CPAs and Tax Preparers do not really understand or even choose to prepare military folks’ taxes but I have always prepared military folks’ taxes.
Read moreMinisters
Ministers have a very special place in my heart due to my faith. Minister tax laws are unique and I have prepared many of them over my career.
Read moreNon-Profits
Over my career I have always held a passion for Non-Profits’ taxes. This is another common area where many CPAs neither understand nor prepare their taxes.
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