Enrolled Agent / Tax Representative / Oregon Licensed Tax Consultant
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I hold current Enrolled Agent and Oregon Licensed Tax Consultant credentials, backed by 29 years representing clients before federal and state tax authorities — examinations, appeals, collections, and trust fund penalty assessments — including a multi-year engagement providing full-time litigation support for a notable federal tax case. That representation work sits on top of 35+ years of tax preparation and planning for individual, trust, partnership, corporate, and nonprofit returns (Forms 1040, 1041, 1065, 1120, 990, 5500) — including a stretch averaging 500 returns a year — along with complex multi-state returns and international property reporting for high-net-worth clients. Most recently, I completed the 2026 season with Rowell CPA Group and the 2025 season with H&R Block, also serving as Quality Peer Reviewer.
After a 25-year private equity career ended with my firm's restructuring, I returned to tax practice directly: passed the IRS Special Enrollment Exam and the Oregon Tax Consultant exam within two months and was hired immediately after licensure. I'm looking for an engagement where that combination of representation experience and current credentials can be put to work right away.
Over 40 years of collective tax and financial business experience consisting of:
35 years tax preparation and planning for individual, trust, partnership, corporate, and nonprofit returns (Forms 1040, 1041, 1065, 1120, 990, 5500) — including a stretch averaging 500 returns a year — along with complex multi-state returns and international property reporting for high-net-worth clients.
29 years representing clients before federal and state tax authorities (examinations, appeals, collections, and trust fund penalty assessments) — including a multi-year engagement providing full-time litigation support for a notable federal tax case.
Concurrent with the above roles--25 years private equity analyst providing due diligence assessments, financial audits, on-site inspections, implementing quantitative analysis model for evaluating acquisition candidates, providing interim CEO and CFO services, and member of the board of directors of several public companies.
