My Practice

I began preparing tax returns in 1988 for a CPA in Scottsdale Arizona  while I was finishing my undergraduate studies at Arizona State University. In May of that year I received my Bachelor's of Science degree in Accounting from Arizona State University, the Dow Jones Industrial Average was about 2,100 points, and the top marginal Federal income tax rate was 28% under President Ronald Regan (one of the lowest top rates ever).  Over twenty years later, my success in the world of tax and financial services is directly attributable to my guiding principles of hard work, accuracy, thoroughness, and quality client service delivered in a timely manner.   I have always felt the most important guidance I can offer my clients is based on objectivity and always keeping their best interests in mind.

During my career, I have provided a host of tax, accounting, and financial planning services in order to meet my clients personal, professional, and financial needs.  From simple to complex  return preparation of federal and state income, fiduciary, and inheritance taxes to managing a large portfolio of diverse clients with over $275 million in assets including many high net worth families.  I have created and administered customized and comprehensive tax, estate and financial planning ideas working with client attorneys, investment advisors, and family members while staying objective.  I believe the quality of your planning depends on the quality of your relationships with your advisors.  Each must be independent, objective and working to keep the interest of the client paramount.

My focus now is to build on my experience and knowledge and provide a select group of clients with objective tax and financial services.  My clients include executives of major businesses, self-employed individuals, retired individuals and couples, owners of businesses, and trusts.  I am dedicated to providing services with high standards of excellence and professionalism.