Meet Alan…
How Alan got here
- Bachelor’s degree of Business Management from the University of South Dakota.
- 25 years of accounting experience serving small business owners and high-net-worth individuals.
- Joined the Rochester practice in 2023
How Alan approaches work
A collaborative team-based approach to meeting client needs.
Related Service Resources
IRS Introduced New Tax Withholding Estimator
The IRS has improved its online tax withholding calculator. It includes changes from the updated W4.
KPIs: Measuring the Right Things
Business owners have access to volumes of data to help them make the best decisions. To ensure your business is running at peak performance, it is a must to measure and monitor key performance indicators (KPIs).
New W-4 For 2020
The Tax Cuts and Jobs Act of 2017 resulted in many changes for taxpayers. One of which is the elimination of personal and dependency exemptions.