Overview
Geoff works with high-net-worth individuals and entrepreneurs in the technology, professional services, and real estate industries, helping them structure their operations and finances to achieve their long-term goals. Whether advising on multi-state tax implications or leveraging government incentives like the Employee Retention Credit (ERC), Geoff takes a facilitative and collaborative approach that empowers clients and their teams to plan for growth and better serve their customers.
Experience
With more than 35 years of public accounting experience, Geoff brings a unique blend of strategic insight and technical precision to every engagement. He specializes in providing corporate and individual income tax planning and filing services, as well as tax compliance advice. Geoff has helped clients save or defer significant tax liabilities by identifying and implementing sophisticated tax-saving methodologies such as 1031 exchanges, qualified Opportunity Zones, qualified small business stock (QSBS), donor-advised funds, R&D tax credits, and the ERC. His experience spans developing and producing management reporting systems needed for organizational growth, cash and liquidity planning, blockchain technology and cryptocurrency gains, cloud accounting, and asset management and protection.
A former physics major, Geoff has a passion for combining the art and science of accounting, pairing analytical skill with creative problem-solving to help clients develop effective growth and tax strategies. Internally, Geoff mentors new Aprio team members to help them understand more complex aspects of the tax code.
Education & Affiliations
Geoff earned his Bachelor of Science in Physics from Harvey Mudd College and became a licensed CPA in 1996. He is a Mentor Plus Level 5 Certified Advisor and a member of the California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA).
Insights
