Scott was born with a knack for numbers and an analytical mind. That coupled with his passion for working hard and putting in the time for his clients – you might say he found his calling as a CPA.
Scott started his career as an intern and then worked full-time in the industry as Tax Staff while attending CPA classes, earning his CPA in 2021. The tax area made sense to him because of its complexity and because taxes affect everyone: businesses and individuals alike. “I enjoy being a CPA because of the skillsets we must have to be successful at our craft. I like the challenge of working on complex projects, meeting firm deadlines, and serving the public with integrity and honesty.”
Manufacturing, real estate, professional services, and agriculture clients benefit from working with Scott to implement various tax planning strategies for individuals within these and other industries, including reducing or eliminating capital gains tax by selling unrealized loss positions in their investment portfolios to offset capital gains recognized during the year. His enjoyment of detecting patterns often leads to creative solutions—he might even suggest gifting stock or mutual funds to relatives in a lower income tax bracket if it would help.
Great Clients for Scott… Clients who value strategic advice.
LSL Candidate Tip… Ask him about his favorite Breaking Bad episode!
Personal … Scott spends much of his free time with his wife and three kids, and also out on the golf course. He is an avid sports enthusiast from hockey to football to baseball, and never misses a beat to catch his beloved Anaheim Ducks, USC Trojans, LA Rams, and LA Dodgers! His favorite vacation spots are Hawaii and Las Vegas. You can also find him out for Mexican, Italian, or Sushi.
Professional and Civic Involvement:
Member of the AICPA and CalCPA
Firm Member, Prime Global
Education:
Bachelor of Science in Business from Cal Poly Pomona