Individual and business tax planning
Estate and trust tax planning
Strategic business planning
Mergers and acquisitions
Succession planning
Indiana University, Bachelor of Science, Accounting
University of Arizona, James E. Rogers College of Law, Juris Doctor
Personal Financial Specialist (PFS™)
Certified Public Accountant - State of Arizona
Arizona Society of Certified Public Accountants (ASCPA) - Phoenix Tax Workshop
Central Arizona Estate Planning Council
Valley Estate Planners
With over 20 years of professional accounting experience, Chris offers comprehensive tax planning and consulting services to individuals, partnerships, corporations, estates, and trusts in Scottsdale, Chandler, and throughout Arizona. He serves clients in a variety of industries, including technology, health care and medical, manufacturing, and real estate. Additionally, Chris provides business consulting and mergers and acquisition services to privately-held companies. Working with 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. He holds an Arizona CPA license and is a Personal Financial Specialist (PFS™) with experience in succession planning and other matters influencing financial goals.