Brian specializes in assisting small to medium-sized businesses across various industries, including healthcare, manufacturing, restaurants, and service companies. He helps both businesses and individuals meet their tax compliance responsibilities and prepares business valuations for gift and estate planning as well as general consulting needs.
Brian values forming strong relationships with his clients, going beyond just their tax returns. By understanding their needs and expectations, he ensures that his firm provides tailored, exceptional service for each client’s unique situation.
Years of Experience
31
Education
University of Alabama, Bachelor’s
Professional & Civic Leadership
- Treasurer for School Ministries Alabama
- Former Board Member for Hoover Athletic Association
Professional Credentials
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
Xero Certified Advisor
