FAQs
- What is your typical process for working with a new customer?
I like to meet with the customer and get copies of prior year tax returns and current year documents at that time. I take the time to get to know them and their situation and needs so I can better advise them on ways to save taxes, and for businesses, to improve their efficiency and profitability.
- What education and/or training do you have that relates to your work?
I have both a B.S. and a Masters Degree in Accounting, and am a CPA. Each year, I also get number of hours of continuing professional education so that I can be current in the tax laws and developments in accounting, tax planning and strategies to better serve client needs.
- How did you get started doing this type of work?
Upon graduation from college, I began my career with a large, multi-national CPA firm in their Salt Lake City, UT office. I have also worked in local CPA firms, have been a Controller and CFO in various organizations, and have twice had my own Accounting & Tax practice.