Effective January 1, 2019, Christopher T. Coots, CPA, PFS™, J.D. was promoted to Partner, Scottsdale, AZ, bringing Wallace Plese + Dreher’s (WP+D) total number of partners to 13.
With over 20 years of professional accounting experience, Chris provides comprehensive tax planning and consulting services to individuals, partnerships, corporations, estates and trusts. He serves clients in a variety of industries, including technology, health care, manufacturing, and real estate. Working with privately-held businesses and their owners, he develops tax plans maximizing cash flow and minimizing tax liabilities. His hands-on collaborative approach effectively and efficiently guides clients on diverse business matters.
Prior to joining the Firm, he was a national bank vice-president and certified public accountant with national and regional accounting firms. Before pursuing his accounting career, he practiced as an estates and trusts attorney serving individuals and families. Dedicated to informing Arizona’s business community on new regulations and tax changes, such as the 2017 Tax Cuts and Jobs Act (TCJA), he provides presentations to trade and business organizations.
Chris earned his Bachelor of Science in Accounting from Indiana University and his law degree from the University of Arizona, James E. Rogers College of Law. In addition to holding an Arizona CPA license, he is a Personal Financial Specialist (PFS) with experience in succession planning and other matters influencing financial goals.
“Chris’ considerable business and accounting experience, enhances our technical expertise and ability to serve clients,” said Mark R. Dreher, CPA, WP+D’s Managing Partner. “Chris’ leadership within the Firm and Scottsdale office strengthens our client-service culture. Caring and serving clients is our number one goal. His approach and personality reinforces our mission. Chris’ educational outreach to Arizona’s business community elevates our presence and adds value to many organizations.”