Hello! I'd love to give you a hand with your individual or business tax returns.
3130 SW Edwards Ave
Palm City FL 34990
I've been a CPA for over 25 years. Over those years I've prepared thousands of individual and business tax returns and have gone to battle with the IRS, saving my clients millions of dollars in tax assessments.
q & a
What characteristics do your favorite clients share?
My favorite clients seek a collaborative relationship with me, and are not afraid to call when an issue arises. I find it especially rewarding when my favorite clients work with me to improve their internal processes and controls.
Why should a client hire you?
I have a very broad base of experience and will listen responsively. I also work hard to set scope and fee expectations in order to avoid billing surprises.
Describe a time where you went beyond expectations when working with a client.
Recently, a client engaged me clean up their books and get them caught up on several years of tax returns. As we neared the end of the engagement, they were called away from town. After getting their signatures on all returns, I ensured the returns were properly packaged and mailed certified return receipt. This enabled the client to turn to their personal affairs without worry.
What single project or task would you consider your most significant accomplishment in your career to date?
I've had a very interesting career so far, and plan to keep at it for many more years. One of the engagements that always gives me great satisfaction was and IRS audit engagement in which I turned an $30 million proposed assessment into a $23 million refund.
Oklahoma State University
Master of Accounting/Agricultural Economics
Kanas City, MO
08/2003 - 12/2009
Kansas City Southern Railway
Assitant Vice President - Taxes
Kansas City, MO
06/1997 - 08/2003
Association of Certified Fraud Examiners
Member since 2014
Martin County Chamber of Commerce
Member since 2014
Magnolia Tax LLC
Our strength lies in listening to your needs to provide accounting and tax guidance and to untangle the bookkeeping and tax snarls that arise. In addition, we can provide guidance on internal controls and investigate suspicions of occupational fraud.
hours of operation
|Monday||09:00 AM - 06:00 PM|
|Tuesday||09:00 AM - 06:00 PM|
|Wednesday||09:00 AM - 06:00 PM|
|Thursday||09:00 AM - 06:00 PM|
|Friday||09:00 AM - 06:00 PM|