Terry is also a tax geek in disguise. He joined Your Accountant's Office in December 2014. He brings 20 years of experience in accounting and finance, including corporate, public accounting, and government.
He has a Bachelor's Degree in Accounting and a Master's Degree in Taxation (MT) from Golden Gate University. Terry has a strong passion for the tax field, whether it is income tax preparation, tax planning, sales tax, tax audit defense, or general business consulting. Terry became a registered preparer in 1995, and in 2003 he became an Enrolled Agent (EA) licensed to practice in all 50 states, including AZ. In 2005, Terry was awarded his Certified Public Accountant license in CA, where he maintains his license.
Terry has worked for several public accounting firms including a stint at Ernst and Young as well as smaller firms where he specialized in High Net Worth clients. Terry worked as a Sales and Use Tax field auditor in San Diego, CA for several years, took an early retirement from the State of CA, and built a niche in sales tax audit defense in the CA desert region.
Wanting to be closer to family, Terry moved to the valley in 2013 from CA with his wife Barbara of 23 years, and beloved dog Coco. He enjoys travel, sports, genealogy, antique documents/stationery, old cars, and making new friends.