I am a multi-faceted Certified Public Accountant who likes to help clients organize and calm the financial portion of their lives. Through my varied educational and work experiences, I have developed abilities to help in various matters quickly and effectively. If the task is not within my scope of capability, I will try to refer you to someone that can help you. I charge for my time on an hourly basis and sell no products to earn commissions.
EDUCATION Case Institute of Technology, 1968, Bachelor of Science. Duke University, 1973, Master of Business Administration.
WORK EXPERIENCE US Army (1969-1971). Arthur Young & Company (Big Eight CPA Firm) (1973-1976). Schnitzer Group (Private Conglomerate) (Controller, 1976-1979). Various small companies where I worked myself out of a job by training others to do the necessary financial duties. Have operated my own CPA firm for over thirty (30) years.
Tax Return Preparation for Individuals, Partnerships, Corporations, Estates, Trusts, Non-Profit Organizations, etc. Monthly and quarterly accounting, full payroll preparation and support. Fraud auditing.
Assistance to attorneys on a variety of matters. Experienced Expert Witness for over 25 years. Wealth Preservation, Estate, Tax and Retirement Planning. Asset Valuations. Consulting on Accounting Systems, Internal Control Systems, Acquisitions and Divestitures, Business Opportunities and Problems.
ADDRESS AND CONTACT INFORMATION 4880 SW Scholls Ferry Road, Suite 33 Portland, Oregon, USA 97225 Phone (503) 297-6466 Fax (503) 297-6566 Cell (503) 781-1465 Email firstname.lastname@example.org