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
Maximize Write-Offs for Business Interest Expense
When you take out personal loans to buy a business, you want to maximize the tax write-offs for the resulting interest expense.
Work Opportunity Tax Credit for Transportation Companies
Hiring people from targeted categories and employing them for at least 120 hours may qualify your transportation company for the Work Opportunity Tax Credit (WOTC).
Claiming Business Deductions for Work-Related Education Costs
If you are headed back in the classroom, or thinking about it, you might be wondering if the tuition expenses are tax deductible.