A Certified Public Accountant (CPA) with more than two decades of accounting experience, Alan is a seasoned financial sector veteran.

As you would expect, given the length and quality of his career thus far, Alan’s expertise is as broad as it is impressive. His specialties include:

• Small Business Strategic Tax Planning


• Income Tax Minimization Strategies


• Accounting Optimization


• IRS Representation


• Changes in Federal Tax Law


• Complex Tax Scenarios


• Business Sale or Succession Planning


• Income Tax Preparation


• Accounting & Payroll Optimization

Alan brings a proactive, integrative approach to his role of Tax Practice Manager at WEG, having joined us through the Napa Valley Wealth Management acquisition in 2022. 

Services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.