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. 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.
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
Community Activities
Edmonds Senior Center- former Board Member
West of Market Neighborhood Association- former Board Member
Greg is a diehard fan of the Huskies and the Seahawks. When he’s not working on taxes or doing something sports related - he loves to travel with wife and two children. In fact, one of Greg’s favorite memories is dogsledding with his family on a glacier in Iceland. When he is at work, Greg appreciates the opportunity to think outside of the box to come up with creative ways to solve client issues.