Greg has been providing a full range of tax planning and compliance services since 1990. He services clients in a wide range of industries, including real estate, professional services, legal, medical, and restaurant operations. He enjoys being an “easy button” for his clients’ financial issues.
Greg also has specific experience in wealth planning and consulting for high net worth individuals and family groups, as well as for closely held businesses. These services include income tax planning, estate and gift tax planning, IRS exam and representation, executive compensation, and stock option planning including tax optimization, family office support services, and consulting for acquisition and sale of businesses.
His favorite part of the job is working together with clients and colleagues to solve complex tax issues.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor of Arts in Business Administration with Concentrations in Accounting and Finance, University of Washington
Masters in Taxation – Golden Gate University
Professional Certifications
Certified Public Accountant
Presented Outstanding Graduate Award from Golden Gate University (Seattle campus) for top overall GPA of graduating class
Outside of work, Greg loves to spend time with his wife and two children. He’s is an avid sports fan, and enjoys catching up with friends to take in a Seahawks or Huskies game. Greg also likes to travel, and has long-term goals to take his family on a trip to Africa, and see Antarctica.
