Overview
Brian specializes in delivering individual tax advisory, audit, and financial reporting services to owners of closely held businesses, serial entrepreneurs, and high-net-worth individuals and their families. In addition to serving clients in the manufacturing and distribution sector, Brian also advises clients in the nonprofit, professional services, wholesale and retail, and real estate and construction industries.
Experience
Brian is driven by the desire to help his clients achieve their financial goals through strategies that decrease tax liabilities, maximize profitability, and improve cash flow. He is constantly looking for ways to help his clients save money and increase their businesses’ profitability. In one instance, he helped a client claim a $2 million tax refund by identifying errors in tax returns prepared by a prior CPA.
On the audit side, Brian believes in providing clients with a better experience that delivers greater strategic insights. He has successfully represented both individual and business clients in tax audits before the IRS and state authorities. When he is not advising clients, Brian also enjoys mentoring and training fellow Aprio team members.
Education & Affiliations
Brian earned his Bachelor of Science in Accounting from Long Island University. His professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the New York Society of Certified Public Accountants (NYSCPA). Brian is also the co-founder of the Smiles for Scott Foundation, Inc., which is a charity that raises funds to enhance the care and lives of children and their families who are affected by cancer.
*Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
