EDUCATION
- JD from Texas Tech University
- MBA in Accounting from Texas State University
- B.B.A. in Accounting from University of Houston – Victoria
CERTIFICATIONS
- Certified Public Accountant – Texas
INDUSTRIES
- Agriculture
- Construction
- Energy
- Financial Institutions
- Healthcare
- Life Sciences & Biotechnology
- Manufacturing & Distribution
- Professional Services
- Real Estate
- Restaurants & Hospitality
- Retail
- Transportation
SERVICES
- State & Local Tax
OVERVIEW
Jeff has over 15 years of experience as a CPA and for the last 10 years has focused on guiding clients through the complex world of state taxation focusing on state income/franchise tax. Representing clients from the local business to global multi-billion dollar corporations, Jeff has the experience to assist clients in minimizing their state tax liability. Jeff is well experienced in state income tax nexus, revenue sourcing and state compliance, often identifying savings opportunities and refunds.
ASSOCIATIONS AND PROFESSIONAL DEVELOPMENT
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Texas Society of Certified Public Accountants (TXCPA) and its Houston Chapter
