Corporate Tax Contractor | Tax Loan Staff

I am a tax contractor with Fortune 500 experience that helps companies to flexibly and cost-effectively manage tax compliance, tax provision, tax planning, other special projects.  See my Rates page to learn how easy it is to get help from an experienced resource that can come in and hit the ground running.

Part-time Tax Director | Fractional Tax Director

I offer part-time (or fractional) tax director services to small and mid-size companies who need an experienced corporate tax advisor but are not yet ready to hire one full-time.  In this role,  I help business leaders to use limited time and consulting budgets to maximize value, minimize risk, and to make well-informed tax decisions.  I also advise companies on how to practically and cost-effectively manage the tax-related complexities of their international operations.  As an advisor, I can work in collaboration with your current firm, or I can offer end-to-end tax services through partnerships with firms and specialists in my network.  See my About and Services pages for more information on how my public company, private company, and Big 4 background and experience can add value to your company.  

Author | Course Developer | CPE Conference Speaker & Seminar Leader

I am also a technical author, instructor, and speaker, and I have been developing and teaching tax-related and other continuing professional education (“CPE”) courses to CPAs since 2009.  In this role, I enjoy breaking down complex topics and explaining them to fellow CPAs and other professionals in a clear, relevant, interesting, and engaging way.  See my Courses page for further details on my CPE offerings and published works such as, “The Missing Tax Accounting Guide - A Plain English Introduction to ASC 740 Tax Provisions.”