As a Licensed Public Accountant with my nose constantly in tax law and tax publications, I admit to being a bit of a tax nerd. I love helping people alleviate their fear of – and frustration with – tax preparation and planning. After leaving a career as a news director for a radio station in 2007, I shifted my professional focus to accounting and started my company in 2009. I’ve thoroughly enjoyed the process of growing my business – and building long-standing relationships with my clients.
I’m located just minutes south of Des Moines, Iowa in the beautiful community of Indianola. While I serve many clients in and around my local area, I can also work with individuals and businesses throughout the United States because of my “Enrolled Agent” designation. As an Enrolled Agent, licensed by the Federal Government, I’m authorized by the U.S. Department of Treasury to provide my services – from advising to tax preparation to audit representation – to individuals and businesses throughout the nation.
As an entrepreneur facing many of the same challenges as my clients, it’s gratifying to deliver small business owners the peace of mind of knowing their accounting is in order. I enjoy hearing how my accounting and tax services have given them the time to concentrate on running the other important aspects of their companies.
My professional memberships include the Indianola Chamber of Commerce and the Iowa Society of Enrolled Agents (where I currently serve as President).
On a personal note, I was born and raised in Iowa and have a degree in corporate communications from Simpson College in Indianola. I am married to a truly wonderful wife who is a professor of Spanish and puts up with me constantly studying up on all things taxes. We have two young sons who know how to keep us plenty busy and continually in motion. As a long-time history buff, I’ve become a bit of an expert on the Battle of the Little Big Horn (Custer’s Last Stand) which I’ve studied since I was 10 years old. I’m also an avid baseball fan – go Cardinals!