Individual and business tax planning
Estate and trust tax planning
Strategic business planning
Indiana University, Bachelor of Science, Accounting
University of Arizona, James E. Rogers College of Law, Juris Doctor
Certified Public Accountant - State of Arizona
Central Arizona Estate Planning Council
With over 20 years of professional accounting experience, Chris provides 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, 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. 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.