FAQs
- What is your typical process for working with a new customer?
Clients are welcome and encouraged to use my Client Portal making it secure and efficient to share files, pay invoices, retrieve old returns, and make comments.
- What education and/or training do you have that relates to your work?
I've spent my career providing tax solutions to Denver's most profitable and complex companies. I gained my experience as a manager at Ernst & Young serving clients in the private equity, real estate, oil & gas, and manufacturing sectors. Many of the businesses were closely held making me specially adapt at working with high net worth clients and family offices.