We are vision achievers, tax strategists, cash flow optimizer’s, equity-value builders, and Thought Leaders. We change the results of taxes… one person at a time. We will help guide you through the process of assessing where your business is and where it could be. We are committed and ready to help you set your vision for today and tomorrow through proper tax strategy, company culture adjustment and creating a buy-in on the vision of your business.
Who Are We?
Early in my 44+ years in mathematics, tax, and consulting for achievement, I designed and maintained a study with this core conclusion: 85%+ of all entrepreneurs pay too much in tax. This research also produced real-life workable solutions to this ongoing problem.
I graduated from Arizona State University (Tempe, Arizona) with a Bachelor of Science in the honors program of accounting in 1975. Upon graduation, I joined the professional staff of Peat, Marwick, Mitchell & Co. (PMM & Co.) in their Phoenix, Arizona office. I also held a State of Arizona CPA license (2606-E).
I currently live with my wife of more than forty-four years in Utah along with my dogs and horses. My five children live in Japan, China, Hawaii, Utah, and Texas and I enjoy traveling to visit them.
For the past 10 years I have helped manage Dental practices. Helping business owners fulfill their dreams has been a passion of mine.
This has filled my desire to expand my knowledge and now I am in the process of studying for my Enrolled Agent.
When I'm not at work, I enjoy spending time with my 2 kids and 2 dogs. We love going on hikes, swimming and watching movies