About us
Tax Expert | Attorney | Educator
Brian is a respected tax professional and former Chair of the Accounting Department at Winona State University. With deep experience in tax, law, and business, Brian helps individuals and businesses navigate even the most complex tax issues with clarity and confidence. Please see below to see Brian’s education, certifications, and experience.
Education & Academic Background
Brian holds multiple advanced degrees from the following universities:
LL.M. in Taxation
University of Alabama School of Law
Master’s in Accounting
Emporia State University
B.B.A. in Business
Western New Mexico University
Juris Doctor (JD)
University of South Dakota School of Law
Master of Business Administration (MBA)
University of South Dakota
Professional Experience
Brian’s professional journey began in the small family business where he grew up—giving him firsthand insight into the challenges entrepreneurs face every day.
After earning his law degree, he served as a trial attorney for the State of New Mexico, working in both criminal and civil litigation. As a former prosecutor, Brian developed the advocacy and negotiation skills that now help him work effectively with the IRS on behalf of his clients. He has taught tax courses at both the undergraduate and graduate level in Minnesota.
Today, Brian focuses on:
- Tax preparation and filings
- Tax planning
- IRS dispute resolution
- Tax compliance for small businesses and individuals
- Strategic guidance tailored to each client’s needs
Licenses & Admissions
Brian is licensed to practice law and is admitted to the following courts:
- New Mexico State Bar
- U.S. Tax Court
- U.S. District Court – District of New Mexico
- U.S. Court of Appeals – Eleventh Circuit
- U.S. Court of Appeals – Eleventh Circuit
He also holds credentials as an:
- Enrolled Agent (EA) – Authorized to represent taxpayers before the IRS
- Certified Fraud Examiner (CFE) – Expert in identifying and preventing financial fraud
Approach & Mission
Brian believes in more than just filing returns or solving one-time issues, he builds long-term relationships with his clients to understand their goals and ensure compliance while helping them achieve their pursuits.
Our Mission
Our mission is simple: To deliver quality tax and bookkeeping services while building trusted relationships with our clients.
Let’s Get Started
Ready to make taxes stress-free? Get Started Now today to schedule your free consultation.
