Geoffrey has over 30 years of experience in public accounting. He specializes in helping clients use technology to meet their accounting and business development needs. Geoffrey is proficient in not-for-profit accounting and auditing as well as in planning and preparing multi-state or complex tax returns for high-net-worth individuals. He especially enjoys working with early adapters of new technologies such as businesses employing 3D printers, investors in cryptocurrencies, and enthusiastic entrepreneurs developing paradigm-shifting methodologies.
Geoffrey has a record of significant success helping high-net-worth individuals with complex tax planning and preparation. He has many clients with multi-state tax returns, and clients with equity participation arrangements as part of their income. He has provided accounting and tax expertise to closely-held businesses and not-for-profit organizations. In addition, he has proficiency in working with key personnel on strategic planning, organizational development, use of appropriate technology, and improvement of financial systems.
- High-Net-Worth Individuals
- Multi-State Taxation
- Corporation & Partnership Tax
- Using Technology in Business
- Organizational Development & Planning
- Professional Services
- Information & Technology Services
- Exempt Organizations
- Healthcare Professionals