Phone (360) 479-4611 ext. 357
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I earned my CPA license in the early 1980s. I graduated from Western Washington University with a Bachelor’s degree in business and a minor in accounting. I earned my master’s degree in taxation from Golden Gate University. I have over 35 years of experience, all in CPA firms. I am a Washington native born and raised in eastern Washington. I currently live on Fox Island with my wife Corinne and son Spencer. I enjoy watching baseball playing golf and sailing. I volunteer at the Foss Waterway Seaport serving as the treasurer and chairman of the finance committee.
I am an experienced and insightful tax planner. I emphasize planning, looking beyond the necessary "score-keeping" to potential opportunities and pitfalls. Income tax compliance is very important, but I think the most important and rewarding service I offer is to help clients change and control their financial outcomes - to be a proactive and reliable part of their team. I think of that as "financial engineering".
Specialties: I concentrate on business taxation; primarily corporate, partnership, construction and real estate. I also review and prepare more complex individual income tax returns, estate tax and gift tax returns for high net worth individuals. I have extensive experience in tax research and preparing state tax returns including multi-state income tax returns.