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
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
Civic organizations • New Centurions