Arizona accountant
5719 E. St. John Rd.
Scottsdale, AZ 85254
(602) 867-4199
Fax: (602) 788-6911

Mission Statement

I feel that perhaps the best way to obtain cash is to prevent tax erosion of the cash you already have through effective tax planning. However, my mission as a good CPA is to be more like a family doctor than a detached specialist. Therefore, I will not allow myself to be so totally consumed by taxes that I ignore my clients' personal desires. Thus my mission, as a tax accountant, is to achieve good tax results and client objectives simultaneously.

While I am located in Arizona, my services can be applied to all states.

Education and Professional Experience

My formal education was without a doubt the backbone for all my professional accomplishments. Continuing education now keeps me abreast of the latest tax developments that I use to best serve my clients.


Bachelor of Science in Business Administration from Washington University in St. Louis, Missouri
Juris Doctoris, Washington University

Professional Experience:
Internal Revenue Service agent
Senior Tax Manager of international accounting firm
Past Chairman, Taxation Committee of California CPA Society's largest chapter
Frequent speaker and published author on various tax subjects

Professional Affiliations

Professional memberships provide a sharing of information and experience that better serves client needs.

American Institute of Certified Public Accountants
Arizona Society of Certified Public Accountants
California Society of Certified Public Accountants
Missouri Bar Association
Arizona Small Business Association
Entrepreneurial CPAs Network
Admitted to practice before the United States Tax Court

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