We assist entrepreneurs, executives, business owners and start-ups through the entire life cycle of their companies. I have extensive M&A experience with acquisitions, structuring, re-organizations, tax-free conversions, 1031 deferred transactions, exits, stock options, etc. Additionally, we can assist with accounting services, tax consulting, federal, foreign, state and local tax compliance, estate and trust planning and succession planning. We service real estate, construction, hospitality, professional services, healthcare, life science and technology companies.

As a Manager in Frazier & Deeter’s Tax Practice, I provide comprehensive tax planning and compliance for the firm’s clients. As part of the firm’s Real Estate Group, I focus on clients in real estate development including, residential, retail, industrial, construction and hospitality. I have extensive experience with partnership tax planning and compliance including formation and dissolution, acquisition and disposition, debt restructuring, multi-tier structures and multi-state tax compliance. I also assist several clients in planning and reporting complex tax deferred strategies including forward, reverse and construction 1031 real estate exchanges, 1033 involuntary conversions and installment sales.Additionally, I also work with the executives, investors and family offices of the real estate clients for their federal, foreign and state tax compliance.

- Accounting services for small business owners- Income tax, sales tax, property and payroll tax compliance services- Financial and budgetary services

- Tax consultation related to transaction structuring for inbound and outbound transactions- Consultation related to JV and partnership transactional tax issues such as 751, 743, 704, etc.- Tax compliance relating to acquisition, disposition and transfer of partnership interest

- Tax consultation and planning for real estate, hospitality and construction clients- Tax compliance: individuals, partnerships, non-profits, trusts, estates and S and C corporations- Plan, execute and report complex tax transactions such as 1031 deferred exchange, 1033 involuntary conversion, foreign real estate investment compliance, etc.

Finance and Accounting BPO industry, service provider for Georgia Pacific LLC, G/L Accounting, inter-company accounting in SAP. Pilot program for BlackLine Balance Sheet Account Reconciliations for GP LLC.

Book keeping, reconciling bank accounts and trial balances for 250 small business clients with annual revenues ranging from 100M to 5MM. Responsible for sales tax, federal and state payroll and employment taxes, insurance and employment audits. Tax preparation: individuals, partnerships, non-profits, S &; C corporations.