Working with a diverse client base serving Shelby and Helena, Montana, I take an advisory approach to every client. The tax return is the end result, the service you pay for is the advice and planning that we can offer. I like to spend time with every client to better understand their business model or tax issues and work through them as a team. Specializing in agriculture, construction and professional services.

Our mission is to ensure that legacies remain strong and our clients get as much value as possible at every step of their journey. We believe that by putting together a team of world-class advisors, along with strategic partners who are best in class professionals and taking a longer term approach to exit strategy, we can truly help business owners exit on their terms. Our success hinges on only working with those who put the client first - our clients don't get an advisor, they get a team. By working with business owners years out, we can determine what their vision for the company is, what outcomes are most important to them, and help shape the company to ensure that their legacy endures. Our approach focuses on the best possible outcomes for all stakeholders, every time.

* Tax services for individuals, small business and not-for-profits* Consulting with clients to minimize income taxes and help them achieve the financial goals* Forensic accounting services, including investigation of misappropriation of assets, insurance recovery, expert testimony and education on fraud prevention and detection* Consulting for business succession planning* Mergers and acquisition consulting

I specialize in audits for privately held companies in technology, construction, professional services and 401k retirement plans. I also provide fraud investigation and prevention services to a wide variety of clients.

Tax intern in the International Executive Services Group in Freemont, CA. Responsible for tax preparation for individuals on international assignment.