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What is unique about my practice...
In addition to
traditional accounting and tax services, my practice area concentrations
include:
- Estate and Trust administration, accounting and taxation
- I have a
long-standing collaborative and referral relationship with attorney Nancy L.
Sponseller
www.sponsellerlaw.com to provide an efficient, high quality level of service
through a team approach in estate, trust and probate matters.
- Oil and gas taxation and accounting
- Bank and bank leasing operations and consulting
- System conversions and reconciliation of large portfolios and entities through
sales and mergers
- Managing parallel operations during sales and mergers while maintaining
integrity of earnings and financial reporting
- Analysis for portfolio or entity sale or purchase
- Designing and implementing internal control procedures
- Multi-state sales and property tax administration
- Fiduciary and executive cash management
I have a keen attention
to detail and as a sole practitioner will personally attend to your tax and
accounting needs. I am accessible and welcome calls and inquiries from clients.
Aside from my own
practice, I am affiliated with a large, well-established local CPA firm. As
needed by my clients, I am able to call on their resources for computer
technology and consulting, business valuations, audits and other matters of
complexity. I also welcome the opportunity to work with attorneys and
advisors of your choice in reaching your tax and financial objectives.
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