Overview
More than 25 years of experience shape how Jeff advises closely held businesses, business owners, high-net-worth individuals on tax advisory, compliance, and planning. He works with clients to address complex tax matters, support recurring compliance needs, and develop practical planning strategies aligned with their business and personal objectives.
Experience
Jeff specializes in tax compliance, advisory, and planning matters, including ownership-level questions and planning opportunities that surface alongside them. He brings prior experience in valuation and forensic work related to marital dissolutions, which gives him added perspective on complex financial, ownership, and individual tax considerations.
Education & Affiliations
Jeff earned a Master of Business Administration (MBA) from the University of California, Davis Graduate School of Management and a Bachelor of Arts in Political Science from the University of Wisconsin-Madison. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas and Wisconsin Societies of Certified Public Accountants.