Accounting & Auditing, Business Tax Credits
A graduate of the University of Tulsa, Tom has 40+ years of experience in public accounting. His emphasis is in auditing and business tax credits. Tom is a native of Springfield and has volunteered his time by serving on the board of directors of several charitable and professional organizations. Some of the organizations Tom has served include the board of directors of the MSCPA, Springfield Arts Council, Springfield Little Theatre, and Springfield Ballet. Tom is also a former president of the Southwest Chapter of the MSCPA.
SPECIALIZED AREAS
- Accounting and Auditing – for profit entities, non profit entities (including YOP and NAP audits), retirement plans, governmental audits (including HUD and LIHTC)
- Historical and/or Low Income Housing Tax Credit Cost Certifications
- Business Tax Credits – Missouri Works tax credits, research and development tax credits, targeted jobs tax credits, purchasing discounted state tax credits
- Working with manufacturers and job costing
- Partner in charge of the accounting and audit quality section of the firm
PROVEN RESULTS
- Assisted clients in controlling costs, implementing internal controls to protect assets, and gaining financing
- Assisted clients claim millions of dollars by taking advantage of governmental grants and tax credit programs
- Assisted clients get a higher value for their company by structuring sales, implementing advanced tax structures, demonstrating increased value to buyers through clear financial statements, and developed cost identification systems
EDUCATION & CERTIFICATIONS
- University of Tulsa – Bachelor of Science in Business Administration and Accounting
- Certified Public Accountant
- Chartered Global Management Accountant
COMMUNITY AFFILIATIONS
- Springfield Little Theatre
- Springfield Regional Arts Council
- Springfield Ballet
- Springfield Regional Opera
- Visually Impaired Preschoolers
PROFESSIONAL AFFILIATIONS
- Chartered Global Management Accountants of the American Institute of CPAs (current)
- MSCPA Accounting & Auditing Committee( 2005-2014)
- Hawthorne Chapter of Professional Secretaries Executive of the Year (1997-1998)
- Southwest Chapter of MSCPA – Past president (1993-1994), served as Vice President, Secretary, and Treasurer additional 3 years
- Leadership Springfield (1992)
- Missouri Society of CPAs – Past board of directors
- American Institute of CPAs
AWARDS
- 2022: Ozzie Leadership Award | Springfield Regional Arts Council
Accounting & Auditing, Business Tax Credits
A graduate of the University of Tulsa, Tom has 40+ years of experience in public accounting. His emphasis is in auditing and business tax credits. Tom is a native of Springfield and has volunteered his time by serving on the board of directors of several charitable and professional organizations. Some of the organizations Tom has served include the board of directors of the MSCPA, Springfield Arts Council, Springfield Little Theatre, and Springfield Ballet. Tom is also a former president of the Southwest Chapter of the MSCPA.
SPECIALIZED AREAS
- Accounting and Auditing – for profit entities, non profit entities (including YOP and NAP audits), retirement plans, governmental audits (including HUD and LIHTC)
- Historical and/or Low Income Housing Tax Credit Cost Certifications
- Business Tax Credits – Missouri Works tax credits, research and development tax credits, targeted jobs tax credits, purchasing discounted state tax credits
- Working with manufacturers and job costing
- Partner in charge of the accounting and audit quality section of the firm
PROVEN RESULTS
- Assisted clients in controlling costs, implementing internal controls to protect assets, and gaining financing
- Assisted clients claim millions of dollars by taking advantage of governmental grants and tax credit programs
- Assisted clients get a higher value for their company by structuring sales, implementing advanced tax structures, demonstrating increased value to buyers through clear financial statements, and developed cost identification systems
EDUCATION & CERTIFICATIONS
- University of Tulsa – Bachelor of Science in Business Administration and Accounting
- Certified Public Accountant
- Chartered Global Management Accountant
COMMUNITY AFFILIATIONS
- Springfield Little Theatre
- Springfield Regional Arts Council
- Springfield Ballet
- Springfield Regional Opera
- Visually Impaired Preschoolers
PROFESSIONAL AFFILIATIONS
- Chartered Global Management Accountants of the American Institute of CPAs (current)
- MSCPA Accounting & Auditing Committee( 2005-2014)
- Hawthorne Chapter of Professional Secretaries Executive of the Year (1997-1998)
- Southwest Chapter of MSCPA – Past president (1993-1994), served as Vice President, Secretary, and Treasurer additional 3 years
- Leadership Springfield (1992)
- Missouri Society of CPAs – Past board of directors
- American Institute of CPAs
AWARDS
- 2022: Ozzie Leadership Award | Springfield Regional Arts Council
