Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Education/professional involvement • Bachelor’s of science in accounting from Eastern Illinois University, Charleston, Illinois • American Institute of Certified Public Accountants • Accredited in Business Valuation • Arizona Society of Certified Public Accountants • National Association of Certified Valuation Analysts
Technical expertise • Taxes – Have consulted with both corporations and individuals on business tax matters including o Liquidations o Purchase/sale o Real estate o Pension/Profit sharing o General tax matters • Preparation and review of all types of tax returns • Business valuations o Valuation of numerous businesses establishing value of businesses for estate or gift tax purposes, purchase or sale, or litigation • Litigation services o Served as an expert witness on business valuation, accounting, divorce, and tax issues in numerous cases • Estate Planning o Assisted numerous clients in structuring ownership of assets, transfer of assets and other planning for estate and gift tax purposes • Cost Segregation Study Categorization of building components and leasehold improvements into shorter lives for tax depreciation purposes
In the community
Civic organizations • New Centurions