Josh is a Tax Manager who specializes in working with high net worth individuals, bringing valuable tax compliance and planning services to his clients. Specifically, Josh has extensive experience managing multiple investments and stock compensation. Over the course of his career, Josh has worked with individuals with real estate businesses, investment partnerships, and trusts.
Josh takes pride in his team’s timely work with large investment partnership returns that need special allocation. These returns require great attention to detail, each with a small completion window between when the information comes in and the filing deadline.
Josh’s best enjoys working with clients that he can provide wholistic service to, such as managing trusts that have ownership within an investment partnership. With opportunities like these, he feels that he can maximize client value and develop long lasting partnerships.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Education
Bachelor of Science in Accounting, University of Washington, Bothell
Professional Certifications
Certified Public Accountant
Outside of the office, Josh prioritizes going on dates with his wife and spending quality time with his family. He also likes to stay active playing pickup basketball and is a member of two men’s softball leagues. As a loyal Seattle sports fan, Josh is always rooting for the Seahawks, Mariners, Kraken, Huskies (GO DAWGS), and Sonics (once we get them back)!
