Practice Areas

As a CPA, I am required to attend Continuing Education courses throughout the year. Continuing education is another manner in which I can better serve my clients, by attending courses that are most suited to the types of accounting services that I provide. Additionally, I am involved in several outside activities that provide professional support and education in my areas of interest. I enjoy meeting new clients. Every client has different needs and so I feel that I am always learning. Public accounting allows me to “solve the financial puzzles” that my clients present to me.

  • Individual and Small Business Tax (all types of entities – i.e. Sole Proprietorships, Partnerships, LLCs, C or S Corporations)
  • Estate Tax
  • Fiduciary Tax
  • Small Business Accounting

Affiliations

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Washington State University Planned Giving Advisory Board
  • South Puget Sound Estate Planning Council
  • South Sound Advisory Council for Certified Technical Education
  • Dave Ramsey’s Endorsed Local Professional Program
  • Quickbooks

Prior Affiliations/Awards

  • Seattle Christian Schools – Past member of the Board of Trustees and Treasurer
  • Pierce County Cougar Club Past President
  • Washington Society of Certified Public Accountants – Rookie of the Year Discussion Leader (1993)