Jeffrey N. Barnes, Macc, Dba Email & Phone Number

Cedar City, Utah 84720

My tax consultant duties are to help clients harmonize their tax and business operations with their long-term investment assets; and then, perform the compliance tax reporting necessary to keep their wealth-building strategies intact and relevant to the changing regulatory environment. I now regularly provide advanced tax advice, predicated upon an updated client tax/legal diagram, developed with LucidChart. I enjoy working one-on-one with my clients from the beginning to the end of the… Show more My tax consultant duties are to help clients harmonize their tax and business operations with their long-term investment assets; and then, perform the compliance tax reporting necessary to keep their wealth-building strategies intact and relevant to the changing regulatory environment. I now regularly provide advanced tax advice, predicated upon an updated client tax/legal diagram, developed with LucidChart. I enjoy working one-on-one with my clients from the beginning to the end of the professional services they require.K&E EpilogueAfter my academic career (2015), I enjoyed my full-time "practice" career with the former Kohler & Eyre, CPA's, LLP (K&E), now Three Peaks Advisors, LLC. After seven "practice" years (2023), helping implement strategic changes, implementing new operational platforms, riding considerable growth, preparing complicated tax filings, and moving into my 69th year, it was time to move. Adapting for the AI future is challenging, requires nimble flexibility, and extends daily effort to bridge from the old to the new. For older folks, implementation fatigue can quickly set in. My "fire-in-the-belly" has naturally diminished over time; consequently, my career goals changed. Accounting professionals enjoy career employment that extends their mature career stage, well into the future. During boom or bust economic cycles, accounting professionals can always find professionally rewarding and well-remunerative opportunities. My employment with Preferred Business Advisors, LLC is such a well-welcomed move. Show less

1883 W. Royal Hunte Dr, Ste 201, Cedar City, Utah 84720

My duties and responsibilities resided with delegated administrative duties and providing full-service accounting and tax consulting with professional expertise; proactively communicating, planning, and strategizing to help clients build wealth. The administrative advising duties included assisting in developing a firm-wide revenue-billing budget; assisted in developing a strategic plan, one-page strategic roadmap, and implementation strategy; refreshed the firm's employee handbook;… Show more My duties and responsibilities resided with delegated administrative duties and providing full-service accounting and tax consulting with professional expertise; proactively communicating, planning, and strategizing to help clients build wealth. The administrative advising duties included assisting in developing a firm-wide revenue-billing budget; assisted in developing a strategic plan, one-page strategic roadmap, and implementation strategy; refreshed the firm's employee handbook; performed the annual information security assessment report, provided information security recommendations, and developed the firm's information security behavior handbook; advised about internal controls and other assigned administrative duties.The professional tax consultant duties were to help clients separate their tax and accounting operations from their long-term investment assets and perform the compliance tax reporting necessary to keep the wealth-building strategies intact and relevant to the changing regulatory environment. Regularly provided advanced tax advice, predicated upon the updated client tax/legal diagram, developed with LucidChart. Other professional opportunities included a variety of business advisement engagements about client growth, increasing profits and improving cash flows. Show less

Cedar City, Utah 84720

Emeritus,Professor of Accounting. Taught undergraduate- and graduate-level audit, forensic accounting, accounting information systems and tax research courses. Engaged in basic research, related to the accounting profession's leadership and ethics; as well as, pedagogical methods.

Phoenix, Arizona

Professional activities ranged from general practice auditing to litigation support services. Audited publicly-held companies in the insurance and healthcare services. Other industries audited were high-tech defense manufacturing, retail, and construction.

Doctorate Of Business Administration (Dba), Accounting-Related Dissertation, Business And Leadership In The Accounting Profession

Dissertation was a quantitative research study with correlation design, entitled, "Organizational Leadership and Ethical Climate in Utah's.

Masters Of Accountancy (Macc), Management Advisory Services

Earned an accounting masters degree with an emphasis in management advisory services.

Bachelor'S Of Science (Bs), Accounting, Minors In Managment And Computer Science

Activities and Societies: Student Business Senator, Member of PBL Business Club, Beta Gamma Sigma, The PAC Earned an accounting bachelors.