With extensive experience in public accounting and private industry, Gary provides tax planning and compliance to C and S Corporations, limited liability companies, estates, trusts, and individuals. He specializes in working with small and emerging businesses, especially realtors and the construction industry. Gary has experience in mergers and acquisitions from both the buy and sell side and offers business valuation services to his clients.
Gary has worked on accounting system and financial statement design and implementation, along with business strategy and process improvements. He also has consulted on entity structure and tax planning, tax compliance, litigation support, and project financing, in addition to producing and properly utilizing financial and project based budgeting. Gary has a broad base of knowledge and experience in cash flow management and cost accounting in his time as a controller and CFO in privately held businesses.
Gary has prepared taxes for over 34 years and opened his full-time CPA practice in 2008. Gary moved his practice to Zionsville in 2012. A Certified Public Accountant, he also earned the designations of Certified in Production and Inventory Management, Chartered Global Management Accountant and Accreditation in Business Valuation. Gary earned a Bachelor of Science in Accounting with High Distinction and a Master of Business Administration with emphasis in Finance and Taxation from Indiana University.