EDUCATION
I graduated from the University of Southern California with a Bachelor of Science degree in Accounting in 1980. Later on, I attended and took night courses to obtain my Masters of Science degree in Taxation from Golden Gate University in 1986. Throughout my career, I have taken numerous business valuation courses. In the year 2000, I received an Accredited Institute of Business Appraisers credential.
PROFESSIONAL EXPERIENCE
Upon my graduation, I worked for a national accounting firm in their Los Angeles and San Francisco offices for six years. Subsequently, my wife and I moved to Evansville, Indiana where I worked for a large, local accounting firm for another six years. My job position/title upon leaving both these CPA firms was "Tax Manager." Since arriving in the Pacific Northwest in 1997, I worked for a local accounting firm in Bellevue, Washington before finally deciding to open up my own accounting/CPA practice. In my 25+ years of public accounting experience, I have worked with both small and large companies in many/various types of industries. I have provided a broad range of services for individuals, business owners, executives and independent professionals.
PROFESSIONAL & COMMUNITY AFFILIATIONS
- American Institue of CPAs member
- Washington Society of CPAs member
- Certified QuickBooks Professional Advisor
- Rental Housing Association (RHA) of Puget Sound member
- Bellevue Kiwanis member
- Attend Northshore Baptist church in Bothell, Washington
PERSONAL
I am a widower. My wife, Sherri, of 22 years passed away in March 2008 after fighting breast cancer for 8+ years. I have three teenage daughters who are in 9th and 11th grades and one who is a college freshman at the University of Washington. They are great kids, but they are teenagers (enough said). We have a eight-year old, 95-pound yellow labador retriever named Scooby. We have lived in Woodinville, Washington for the past 14 years. We love it here. We love to go camping in our Coleman pop-up tent trailer in the spring and summer seasons. As a family, we also like to take hikes and ride bikes together. If there is any spare time after work and family activities, I enjoy playing a game of golf and/or going to the driving range (I'm a hacker).
