Bringing nearly three decades of public accounting experience to his role, Brian is a seasoned veteran specializing in providing assurance, tax and advisory services.
Brian is specialized in the areas of financial statement preparation, cash- flow management, overhead analysis, succession planning, and mergers and acquisitions. He also has extensive experience in personal and corporate income tax planning and compliance—setting him apart as a true advisor to his clients. Brian is constantly seeking out opportunities to uncover cash flow and minimize liabilities through tax incentive studies. He has had many landmark successes, including the identification of a research and development tax credit for a manufacturing company worth $50 million. Clients look to Brian to use his versatile experience to deliver financial clarity, identify growth opportunities and develop innovate tax-savings strategies to help them execute a clear path forward toward their financial goals.
- Certified Public Accountant (CPA)
- Construction & Real Estate
- Health Care
- Private Family Office
- Business Tax
- Audit and Assurance