My CPA Story:
For over 20 years I have had the honor of partnering with clients as their CPA. This privilege blended with my entrepreneurial spirit in 2002 with the formation of Integrated CPA Group. Our practice focuses on serving business owners, real estate investors, and highly taxed households. We work with our clients to accomplish four things: reduce taxes, grow assets, preserve wealth, an
d mitigate financial risk. We work exclusively on a membership-based, flat-fee bundled service subscription model that focuses on tax planning, strategy, consulting, advising and preparation. It would mean a lot to myself and our team if you would like, follow and share this page as well as leave a review. Aside from public accounting, my credentials and experience includes:
Personal Financial Specialist (PFS) designation is an accreditation held exclusively by CPAs who are members of the American Institute of CPAs that have broad expertise and are eminently qualified to assess client’s current financial situation, help define financial needs and goals, and work to develop and monitor a plan to meet client goals
Accredited Retirement Advisor (ARA) is a credential that recognizes professionals who have thorough knowledge of: preparing clients for retirement, the essentials of estate and trust planning, and financial planning for the elderly
Adjunct instructor in Davenport University’s MBA program
Adjunct instructor in Baker College’s accounting, finance and entrepreneurship undergraduate programs
Nationally-recognized presenter on tax planning and compliance for National Association of Residential Property Managers, National Association of Realtors, Rich Dad educational events, Sound Mind Sound Body Football Academy, Michigan Association of CPAs, National Network of Estate Planning Attorneys, and Institute of Real Estate Management
Chairman of Michigan Association of CPAs Curriculum Task Force
Member of Michigan Association of CPAs Small Firm Practitioner Task Force
Bachelor of Arts from Michigan State University
Master’s of Business Administration from the University of Detroit–Mercy
Dave Ramsey - Endorsed Local Provider (ELP) from 2016 to 2019
Intuit Tax Council member - 2017 to 2021
Member of American Institute of CPAs, Michigan Association of CPAs and Tennessee
Society of CPAs and National Association of Tax Professionals