Trust Problems? Estate Questions? Partnership Dispute? CPA (20+ Yrs) - financial services

Local CPA (20+ Yrs) • Trust • Estate • Forensic Accounting • Financial Disputes

Trust Problems? Estate Questions? Missing Money? Partnership Dispute?

When significant assets, businesses, or family wealth are involved, you need more than a tax preparer, you need an experienced financial advisor.

I provide confidential CPA consulting for individuals, families, trustees, executors, beneficiaries, attorneys, business owners, and investors.

TRUST • ESTATE • FIDUCIARY SERVICES

• Trust & Estate Accounting

• Trustee & Executor Support

• Estate Administration Assistance

• Fiduciary Accounting

• Probate Financial Analysis

• Business & Real Estate Asset Oversight

• Serving in a Trustee Role for Asset Preservation & Financial Management

FORENSIC ACCOUNTING

• Missing Money & Asset Tracing

• Partnership & Shareholder Disputes

• Financial Reconstruction

• Fraud & Internal Control Review

• Capital Account Reconstruction

• Litigation & Attorney Support

BUSINESS TRANSITIONS

• Family Business Succession

• Seller Financing Analysis

• Business Acquisition Due Diligence

• Financial Modeling & Cash Flow Analysis

• Business & Real Estate Financial Consulting

WE CAN HELP WHEN:

- A loved one has passed away.

- Trust or estate finances need independent review.

- Family members disagree over money or distributions.

- Partnership records don't reconcile.

- Financial records are incomplete or unreliable.

- You need an experienced CPA working alongside your attorney.

- Need an independent CPA to serve in a Trustee Role

EXPERIENCE/EDUCATION:

20+ Years Experience | CPA | Big 4 Public Accounting Background | Master's in Accounting | Master's in Real Estate Development

- CPA with 20+ years across real estate, construction, accounting, and finance

- Big 4 Public Accounting (Deloitte) and Real Estate Consulting

- Masters Degree in Real Estate Development (WP Carey Business – Arizona State Univ) - Go Sun Devils!

- Masters Degree in Accounting (Leeds Business – Univ of Colorado-Boulder)

- Bachelors of Science in Finance (Leeds Business – Univ of Colorado-Boulder)

LOCATION:

I split my time between Phoenix and Austin, TX, I have lived in Scottsdale/Tempe off/on since 2001. I offer either in person or REMOTE/Online services.

• First 1-hour FREE consultation for new clients - My rate is based on a negotiated contract hourly rate or project basis depending on the scope of work.

• Will be able to provide excellent References, Letter of Recommendations, Portfolio Summary, and LinkedIn profile.

• Provide current Valid Professional Insurance including Errors and Omissions Insurance.

• Will submit to full background check.

I look forward to working with you! Please Serious Inquiries Only, NO scams.