Well-versed in the complicated aspects of running a business and planning for its future, Geoff has significant experience that allows him to guide business owners regarding the unique challenges they face. Serving clients with annual revenues that scale up to $200 million, Geoff works with owners of closely held C Corporations, S Corporations, Partnerships, and LLCs, while focusing on industries such as construction, real estate, technology, wholesale distribution, and professional service businesses (doctors, lawyers, architects, advertising, etc.).
An author of articles on employer benefit plans and year-end planning strategies, Geoff’s experience encompasses the following, along with a variety of other tax issues:
- tax planning
- compliance
- capitalization of inventory costs
- foreign tax withholding
- construction accounting methods
- IRS representation
- employee business expenses
Certifications
- Certified Public Accountant (CPA), Texas
Education
- BS, Upsala College
- BS, James Madison University
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants – Dallas Chapter (Member)
- Associated Builders and Contractors (Member)
- American Subcontractors Association (Member)
