What You Need to Know:
There is nothing more gratifying to Gary than helping a client resolve a difficult tax situation or financial dilemma. The realization that he has made a positive difference in someone’s life is what keeps Gary excited and passionate about his profession after more than 30 years. He strives to deliver timely, effective and creative tax solutions to all his clients. Gary believes the role of a tax advisor is to be an advocate for his clients; pursuing that advocacy with resolve, dedication and professional skill.
Gary started his career in 1982 with the international accounting firm of Peat, Marwick & Mitchell & Company (now KPMG). He joined the Firm in 1985 and has been a partner since 1994. Since the beginning of his career his primary focus has been in the tax area. He works closely with high net-worth individuals and businesses to assist them with tax return compliance, planning and strategy. He has extensive experience in tax controversy resolution and has successfully represented clients in matters involving both the IRS and State taxing authorities.
Education & Certification:
B.S California State University, Northridge
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CALCPA)
Former Editorial Advisory Board Member, “CPA Practice Advisor”
What You Want to Know:
Outside the office:
Gary enjoys gadgets and technology and has a passion for photography. What he appreciates most, however, is the time he can spend with his wife, Amy, and his two children, Matthew and Grace. The time with family is treasured; whether it simply relaxing at home or traveling with them afar.
Personal Mission Statement:
The Roman philosopher, Marcus Tullius Cicero, has been attributed with the quote “gratitude is not only the greatest of virtues, but the parent of all others.” When we understand and appreciate the gifts that that we have in our life we can truly gain a perspective that leads to contentment and happiness.