Messes don’t worry Michael. His natural organizing skills take over until everything makes sense again.
His clients include entrepreneurs and busy professionals who value an advisor to keep their taxes and financials in order. He might meet with a manufacturer one day and a real estate investor the next, but their goals center on minimizing tax impact and building a healthy balance sheet. For Michael’s professional clients, this is especially important due to potentially complex compensation, risk management and succession issues.
Practicing since 1998, Michael decided to focus his practice on high net worth tax clients and closely held companies at LSL CPAs because of the complexity and multiple advisory needs. He not only provides tax planning and reporting, but he also consults on business strategic planning and has represented clients before tax authorities. He enjoys being available to clients for any business or personal financial questions.
Great Clients for Michael… want to be proactive in minimizing tax impact as they build wealth.
LSL candidate tip: Talk about baseball; Michael, his wife and their best friends are working on seeing a game in every Major League baseball stadium.
Personal: member of a weekly roller hockey league and happily married with children who enjoy taking the family camper on a road trip.
Professional and Civic Involvement:
Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Member, Yorba Linda Chamber of Commerce
Volunteer Auditor, local elementary PTA
Masters of Science in Taxation, California State University, Fullerton
B.A. degree in Business Administration with Accounting emphasis, California State University, Fullerton