Bio
Credentials
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Certified Public Accountant
Oklahoma Society of CPAs
Experience
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United States
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Financial Services
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100 - 200 Employee
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Partner
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Jan 2019 - Present
CCK Strategies Announces New Partner
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Partner
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Jan 2019 - Present
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Strategic Consultant
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Jan 2013 - Jan 2019
Strategic Consulting to help business owners build a company structure to maximize the value of both tangible and intangible assets. Estate and Exit planning to help business owners achieve their long-term goals. A very wise man told me that the secret to his success was "make a plan and work the plan". Team Building for business owners. I help build professional teams so that entrepreneurs can focus on their business growth. This includes banking, investment, legal as well as other industry specific services. I work within an overall plan to make help ensure that the client is moving toward their goals.Tax audit representation. I have over 5 years experience representing individuals and businesses with the Internal Revenue Service. This includes audits, appeals, collections and many other tax issues. I have successfully managed many audits with both the Small Business and Self Employed division as well as the Large Business and International Division of the IRS.
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Tax Manager
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Aug 2008 - Jan 2013
I am a part of an amazing team who works to create the best structure and tax strategies for our clients.
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Staff Accountant
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Nov 1997 - Jul 2008
Preparation of Income Tax Returns.
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Education
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2008 - 2012Northeastern State University
Master's degree, Accounting and Finance -
1979 - 1982East Central University
Bachelor of Science (BS), Accounting
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Accounting and Auditing”
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References
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