About My Firm

I have a tax compliance and consulting practice focused on cooperative issues and other business and individual tax matters. I have provided tax consulting, compliance and tax provision services to many businesses, including cooperatives and non-cooperative enterprises in food production, manufacturing, distribution and retail, rural electric and telephone, Farm Credit System agricultural lending, banking and financial services. I have had a broad range of experience with all types of cooperatives and non-cooperative businesses, including sole proprietorships, partnerships, limited liability companies, C and S corporations. I have also worked extensively with individuals, providing assistance in income tax, retirement, estate and gift, and financial planning. I also work with clients in equine related businesses. My professional tax accounting experience has spanned over 35 years.

Professional & Industry Experience

I was with KPMG for over 32 years, and a tax partner for over 23 years, in the Seattle and Sacramento offices. I led KPMG’s Cooperative Tax practice from 2000 to 2009. I have had my own tax practice since October 2009. I am a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

I have substantial experience providing planning federal and state tax work to many clients. I have also provided subject matter knowledge and guidance on cooperative issues. I am a former Chair and a current member of the Legal, Tax and Accounting Committee of the National Council of Farmer Cooperatives (“NCFC”). I am also a former Chair and a current member of the Tax Committee of the National Society of Accountants for Cooperatives (“NSAC”). I am also past board member of NSAC’s National board and Far Western Chapter. I am a frequent speaker concerning tax issues related to cooperatives at annual meetings of the NCFC and NSAC. In addition, I am a periodic contributor of articles on current developments in cooperative taxation for the NSAC’s “Cooperative Accountant” publication.