I provide tax advice and business consulting for closely held business clients and their owners. With over thirty years of experience as a tax and business services professional including 18 years as a wealth management advisor, I have the knowledge and skills to ensure accuracy and results, as well as the understanding that it is about achieving the client's objectives. I have years of experience as an Internal Revenue Service examiner, which enables me to provide valuable insight when it comes to negotiating with tax authorities. Prior to founding Purk & Associates, I co-founded the ninth largest CPA firm in the region over twenty five years ago. As an entrepreneur, I have the passion and insight to consult on matters well beyond accounting. I have a proven track record of successful real world results in the areas of business development, mergers, acquisitions and succession. I also work with business owners and high net-worth clients to implement wealth protection and transfer strategies.Purk Advisors, LLC. 1034 S Brentwood Blvd Ste 2000 St Louis, MO 63117Securities are offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.I will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. I will not accept trading instructions through this site. As an investment adviser representative with a Registered Investment Adviser registered with the Securities and Exchange Commission, I am prohibited from using testimonials in my advertising. I appreciate those who wish to be supportive of me and our firm. However, since a recommendation or endorsement received through LinkedIn could qualify as a testimonial, our policy is to hide and recommendation or endorsement we receive pertaining to my financial services/financial planning business.
Listed skills include Management Consulting, Cpa, 401K, Finance, and 8 others.