Practice Experience

Jeff enjoys working with high net worth individuals and families, bringing superior tax knowledge and service to each engagement. He has extensive experience working with clients who have complex tax situations, including stock-based compensation plans and complicated estate planning needs. Jeff enjoys best working with his clients other advisors in order to provide his clients with the best solutions for their specific situations. Jeff believes each client should be served in the way that they want to be served and strives to personalize his service to their needs. He is an advocate for his clients, taking pride in providing superior service, clarity and an understanding of intricate issues. Jeff also serves businesses in the real estate, professional services and other industries.

Professional & Business Affiliations

American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Education

Bachelor of Arts in Business Administration (Accounting), University of Washington

Master of Professional Accounting (Taxation), University of Washington

Professional Certifications

Certified Public Accountant

Community Activities

• Director for the Kline Galland Home Board