A Tax Director
for Small to Medium-sized Companies

Strategic Tax Advisor

I specialize in helping business leaders use their limited time and consulting budgets to maximize value, minimize risk, and to make sound tax-related decisions through independent, objective tax advisory services.  I am also available as a tax contactor for longer-term projects and assignments.  See the About and Services pages for more information on my background, experience, and how my service offerings add value.

CPE Course Developer & Seminar Leader

I have been developing and teaching tax-related and other CPE courses since 2009.  In doing so, I break down technical topics and then work to meet the challenge of explaining them to fellow CPAs in a clear, relevant, interesting, and engaging way.  Please see my Courses page for further details on my CPE offerings.  Also see, "The Missing Tax Accounting Guide - Part 1 - A Plain English Introduction to ASC 740 Tax Provisions."