I began my accounting career in 1994 and since then have been serving clients of all walks of life, both in a business arena as well as individuals. I have extensive knowledge of multi-state taxation as well as estates and trusts. In my career I have seen many changes to tax laws and have been able to plan and strategize with my clients to achieve their goals as these changes have occurred. I want to be proactive with all of my clients and anticipate what needs to be done rather than be reactive. This strategy helps my clients to understand their situation “now” as well as for the future and minimizes problems that can occur. I emphasize education and communication to all my clients. When a client has been educated on the tax laws, rules and documentation required for deductions this gives them the ability to ask relevant questions as well assisting in minimizing their tax liabilities. They are vested in their own situation. However, it is not always about taxes, sometimes through communication with the client, surprises are few and far between or non-existent.
I grew up in Kettering, Ohio as an avid Cincinnati Reds and Ohio State Buckeyes fan. I attended Miami University and graduated magna cum laude in 1994. I moved to Indianapolis in July 1995 and got married in June 2004 to my wife Elizabeth. We have three wonderful children. Our children are Alex and Maggie – twins, and Ryan. Our children love to play sports and we all enjoy the beach. Family is very important to me and I look at my clients as my extended family. Organizations: Member of Indiana CPA Society Member of BNI (Business Networking International) since 1999 Serve on the Executive Committee at St. Matthews Men’s club. Interests: Family Time Golf Ohio State Football Cincinnati Reds baseball Coaching my kids in whatever sport they play