Jeffrey works with closely held businesses, high‑net‑worth individuals, and related entities to provide tax compliance, planning, and advisory services. His practice emphasizes complex federal and multi‑state issues for corporations, partnerships, trusts and estates, and family groups with interconnected business structures.
He serves clients across industries—including construction, manufacturing, and distribution—helping them manage ongoing compliance and address technical and transactional matters. His work includes entity structuring and restructuring, multi‑state planning, transaction support, trust and estate coordination, and advising business owners through growth, succession, and exit events with a clear focus on risk management and practical tax outcomes.
Jeffrey is known for combining technical depth with practical guidance. He proactively identifies issues and opportunities, stays ahead of tax law developments, and translates complex rules into clear, usable recommendations. His detailed approach and emphasis on collaboration support strong client relationships and ensure that tax solutions are both technically sound and effectively implemented.
Years of Experience
26
Education
Oklahoma Panhandle State University, Bachelor’s
Oklahoma State University, Master’s
Professional Credentials
Certified Public Accountant (CPA)
