When significant assets, businesses, or family wealth are involved, you need more than a tax preparer, you need an experienced financial advisor.
I provide confidential CPA consulting for individuals, families, trustees, executors, beneficiaries, attorneys, business owners, and investors.
TRUST • ESTATE • FIDUCIARY SERVICES
• Trust & Estate Accounting
• Trustee & Executor Support
• Estate Administration Assistance
• Fiduciary Accounting
• Probate Financial Analysis
• Business & Real Estate Asset Oversight
• Serving in a Trustee Role for Asset Preservation & Financial Management
FORENSIC ACCOUNTING
• Missing Money & Asset Tracing
• Partnership & Shareholder Disputes
• Financial Reconstruction
• Fraud & Internal Control Review
• Capital Account Reconstruction
• Litigation & Attorney Support
• Expert Witness Testimony in Court
BUSINESS TRANSITIONS
• Family Business Succession
• Seller Financing Analysis
• Business Acquisition Due Diligence
• Financial Modeling & Cash Flow Analysis
• Business & Real Estate Financial Consulting
WE CAN HELP WHEN:
- A loved one has passed away.
- Trust or estate finances need independent review.
- Family members disagree over money or distributions.
- Partnership records don't reconcile.
- Financial records are incomplete or unreliable.
- You need an experienced CPA working alongside your attorney.
- Need an independent CPA to serve in a Trustee Role
EXPERIENCE/EDUCATION:
20+ Years Experience | CPA | Big 4 Public Accounting Background | Master's in Accounting | Master's in Real Estate Development
- CPA with 20+ years across real estate, construction, accounting, and finance
- Big 4 Public Accounting (Deloitte) and Real Estate Consulting
- Masters Degree in Real Estate Development (WP Carey Business – Arizona State Univ)
- Masters Degree in Accounting (Leeds Business – Univ of Colorado-Boulder)
- Bachelors of Science in Finance (Leeds Business – Univ of Colorado-Boulder)
LOCATION:
I am LOCAL! Recently relocated back home to Austin, TX (Located in Northwest Austin) from Boulder, CO. Previously lived and worked in Scottsdale, AZ and Los Angeles, CA.
• First 1-hour FREE consultation for new clients - My rate is based on a negotiated contract hourly rate or project basis depending on the scope of work.
• Will be able to provide excellent References, Letter of Recommendations, Portfolio Summary, and LinkedIn profile.
• Provide current Valid Professional Insurance including Errors and Omissions Insurance.
• Will submit to full background check.
I look forward to working with you! Please Serious Inquiries Only, NO scams.