Robert primarily works with closely held businesses and their owners, providing tax compliance, tax planning, and consulting services. His clients span a variety of industries, including manufacturing, restaurants, and service companies. He helps businesses and individuals navigate federal and state tax matters and planning opportunities. He also provides business valuation services for gift and estate planning purposes.
Robert values building long-term relationships with his clients and taking the time to understand their businesses beyond just the tax return. He takes a practical, hands-on approach to solving tax and business issues and tries to make complex matters understandable. He also makes it a priority to be responsive and accessible so clients feel comfortable reaching out when questions or opportunities arise.
Years of Experience
12
Education
Troy University, Bachelor’s
Troy University, Master’s
Professional Credentials
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
