I have been in practice in the Portland, Oregon area since 1986. My mission is to help people, businesses and organizations reach balance and equanimity in regard to their finances.
I practice primarily in the income tax arena, specializing in both compliance and planning. My focus also includes financial statement preparation, strategic tax and business planning, mergers and acquisitions, and succession planning. I have a particular interest in energy and environmental tax policy, including federal and state tax credits.
I have a strong background working in the food manufacturing, environmental engineering, and restaurant industries, and working with professionals and service providers of many different types, including surgeons, artists, writers, and photographers.
My volunteer experience includes terms on four different boards of directors, with the most significant being my previous involvement on the board of REACH Community Development Corporation, including three years as treasurer, and on the board of Opal Creek Ancient Forest Center. I have also volunteered on the Supervisory Committee of Point West Credit Union.
I have previously worked in financial administration for two privately held companies, and as a case manager in the child welfare and aging services systems for the State of Oregon.
To get a break from numbers, I enjoy frequent vacations in Central Oregon and Hawaii, I am an avid hiker, walker, and golfer, and a big fan of the University of Oregon Ducks. I love to read articles on astronomy and cosmology and enjoy sharing food and a fine bottle of wine with Jan, my significant other, and friends.
I enjoy meeting new people and it is important to me that I make a difference in their lives, both personally and professionally. As a CPA and strategic thinker, I have the opportunity to help professionals and business owners save money and make the most of their financial resources. I build long-term relationships with my clients and work hard to make a lasting contribution to their financial success. I hold myself and my team to a high standard of expertise because I realize even a tiny oversight has an impact.
In addition to my formal education, I have encountered many of the financial situations my clients will face throughout their lives, including watching investments rise and fall, home purchase and sale, owning rental property and orchestrating a significant career change. These experiences taught me invaluable lessons about financial management and make me an important resource to clients who face similar circumstances in their lives.
I advise business owners not only about taxes, investments and corporate structure; I also show them ways to manage their business resources more strategically. My work provides an inside view of their business operations and financial decisions, allowing me to pinpoint key areas that tie up their money unnecessarily and suggest potential changes which can positively influence financial outcomes.
On the personal side, I have a passion for adventure! I enjoy sailing both locally in the Pacific and far away in warm water. I am currently studying for my private pilot’s license, take guitar lessons and enjoy quality time with friends.