Based in Hawaii, Glenn Advisory is a physician-focused CPA firm that works with doctors all over the country.
In 2016 I was featured along with my friend and former business partner Scott Keithly, CPA in the “A Visit With a Tax Strategist” post on the White Coat Investor’s blog.
I’m also a regular participant on the White Coat Investor forum.
Plus, if your CPA is in Hawaii you might need to come for an in-person meeting and deduct part of your trip!
I love helping my clients implement money-saving tax strategies. Taxes are like a big puzzle to me and I enjoy putting it together and optimizing a client’s situation.
After finishing my Master’s degree in Taxation I spent two years as an IRS auditor. I like to say the IRS is a good place to have worked because I’m sure glad I’m not there anymore. It’s much better being on the other side helping clients save money.
I moved to Hawaii in 2015 when my wife was hired as a professor at a local university. I haven’t tried surfing yet but enjoy snorkeling, body boarding, sampling tropical fruits, and playing golf.