"Our passion allows you to pursue yours."

Our team serves many clients within various segments of the real estate industry. We help developers, investors, brokers, and others navigate the complexities of tax law, while being proactive advisors helping them grow their bottom line. We #createopportunities. "CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,100 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. "

- Provided beneficial strategies with diligent tax planning- Offered goal-oriented consulting- Conducted tax research on advanced topics- Navigated and reported 1031 exchanges, and other tax deferral strategies- Assisted in business transitions- Structured property transactions- Engaged in business development- Supported complex partnership transactions- Reviewed tax returns, including: real estate; construction; manufacturing; professional services; individuals; etc. - Mentored staff and guiding up-and-coming stars through the beginning stages of their careers- Facilitated market-wide resource allocation and communications"With associates and offices across the United States, Wipfli ranks among the top 20 accounting and consulting firms in the nation. The firm’s associates have the expertise, skills, and experience to advise in areas from assurance and accounting to tax and consulting services. In addition, through the firm’s membership in Allinial Global, Wipfli can draw upon the resources of firms in over 100 countries from around the world."

- Reviewed tax returns: C-corp, S-Corp, IC-DISC, partnership, individual- Tax planning- International tax- Extensive tax research- R&D credits, DPAD calculations, tax accruals, etc.- Projected monthly/annual cash flow- Financial statement prep/review- Accounting systems consulting- Entity selection/consolidations- Business development- Recruiting"McDonald Jacobs thrives on creating lasting partnerships with our clients, our employees and the communities we serve. As trusted advisors, we help clients navigate through the business of life, addressing the financial needs of today while seeking solutions for tomorrow’s challenges."

- Intuitively applied advanced tax concepts and analyses to a wide range of industries and clients; entities and individuals, including those requiring multi-state compliance.- Effectively supervised staff on engagements of various levels of complexity and reviewed completed assignments.- Ensured strict deadlines were met through diligent preparation and organization.- Served as a proactive point of contact between clients and firm to address and promptly resolved issues as they arose.- Promptly corresponded with government agencies regarding various issues critical to clients’ financial situations.- Developed and led training sessions of newly hired staff.- Represented Geffen Mesher as a member of the college recruiting team and at professional networking events to facilitate business development.- Gained strong experience in the following industries: real estate, manufacturing, professional services, agriculture, high net-worth individuals."Geffen Mesher proactively provides financial statement audit, tax compliance and consulting services to privately held businesses, families and investors primarily in the Northwest."

- Founding member of successful retail store in SE Portland.- Implemented, monitored, and continually improved internal controls and operational procedures.- Designed and successfully launched complicated inventory accounting system.- Prepared income and payroll tax returns.- Prepared and analyzed financial statements for strengths and identified and acted upon areas of needed improvement.

- Prepared and analyzed financial statements for strengths and identified areas of needed improvement management’s attention.- Assisted in overall business analysis and strategy.- Achieved successful inventory costing and tracking methods.- Administered health benefits to employees.- Processed bi-weekly payroll and prepared payroll tax returns.- Completed reconciliation of financial accounts.- Handled period-end closing procedures.

- Prepared individual tax returns.- Assisted in tax planning for individuals and business owners.- Prepared quarterly and annual payroll tax returns.- Prepared annual property tax returns.- Conducted client interviews.- Served as liaison between client and taxing agencies.- Prepared financial statements and completed bookkeeping for small businesses.

- Organized and supervised many fundraising events.- Served on many committees, including those for hiring and budgeting.- Selected (only two of 30 candidates were chosen) for amazing volunteer experience in New Orleans: Hurricane Katrina clean-up- Organized and launched first free financial literacy workshops open to all students.- Coordinated with various levels of administration to successfully execute projects in compliancewith strict deadlines.- Contributed in school-wide, executive-level budget committee as student representative.- Balanced annual budgets.- Managed large team to accomplish many objectives.- Facilitated training sessions.