About
Tom has 40 years of experience in public accounting and is a partner in the firm’s Tax & Accounting Services department. Tom has served as a partner for most of his 40 years in the accounting profession. In 1999, Tom joined the partnership team of Allen, Haight, & Monaghan LLP, which merged with Windes in 2018. Tom utilizes his extensive and varied experiences in the areas of accounting, taxation, and business consulting to advise middle market entrepreneurial businesses, wealthy families, family offices, and high net worth individuals. Tom’s unique brand of personalized service is designed to assist clients in monetizing their business and financial assets while minimizing income and wealth transfer taxes. This process allows clients to maximize and preserve their wealth, thereby enabling them to focus on matters of importance to their family, faith, and community. Throughout his career, Tom has focused on serving clients in the construction, real estate, manufacturing, and professional services sectors. Tom offers his value-added expertise to closely held businesses, wealthy families, family offices, and high net worth individual clients seeking a trusted advisor who also serves with integrity and transparency as a life transition coach and mentor.
Education
- Master of Science, Taxation Golden Gate University
- Bachelor of Science, Accounting Saint Ambrose University
Community and Professional Affiliations
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- Inland Empire Family Business Council, Member and Board of Directors
- Orange County Business Group, Co-Founder
- Society of Trust and Estate Practitioners, Member and Former Board of Directors, Orange County Chapter
- Tax Twenty (national panel of leading tax consultants), Member
Areas of Expertise
- Executive and Business Coaching
- Accounting and Taxation
- Entrepreneurs
- Family Businesses and Offices
- High Net Worth Clients
- Business Process Improvement