Overview
Michael has more than 40 years of experience in the accounting industry, specifically in advisory, assurance*, tax, and wealth management. He provides a great client experience by practicing client responsiveness (returning calls and emails promptly), resulting in clients choosing him as a trusted advisor. Michael is skilled in handling all aspects of income taxes for individuals or businesses.
Experience
He has deep experience helping small businesses grow into larger entities. Michael mostly works with businesses in the real estate, professional services, and manufacturing industries. With many years in the industry, Michael is proactive in knowing what to look for and how to plan in advising clients. He enjoys seeing his clients accumulate wealth and succeed.
Michael’s specialties include growth cycle stage (acquisition, advisory for growth/expansion, and entity structure), structuring business buyouts (mergers & acquisitions, succession planning, and partnership), and financial advising (pension plans and wealth management).
Education & Affiliations
Michael earned a Bachelor of Science in Business Administration, Accounting from Drake University. He is a member of the Illinois CPA Society (ICPAS) and American Institute of Certified Public Accountants (AICPA). Michael is also a Certified Financial Planner (CFP®).
*Aprio assurance, attest, and audit services are provided by Aprio, LLP.