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Staff Bookkeeper

Erika

Phoenix

BIO

Meet Erika

Mark is originally from the greater New York area (Southern Connecticut).  He has lived in Tucson, Arizona for 32 years and holds a Bachelor’s degree in Finance from Texas Tech University and an MBA from Texas A&M University.  He has almost forty years of experience in finance, accounting and tax in both public practice and as a chief financial officer in private industry.  Mark’s career started in international banking, and has included work in the securities industry, manufacturing, and in the practice of domestic and international tax including compliance, planning and consulting for small to mid-size businesses and families, estates and trusts.

Mark is experienced in accounting and technical tax compliance and consulting for partnerships, LLCs, C and S corporations, trusts, estates and for individuals whose needs may range from simple to complex.  Mark also has expertise in international taxation. 

Mark is proud of his ability to reduce complex tax and accounting issues to understandable ideas for his clients, empowering them to make good decisions about their business and family finances.   Mark’s background in both industry and public accounting enables him to bridge a gap that frequently exists between business owners who can be mystified by tax matters, and tax practitioners who can sometimes think the only purpose of any business enterprise is to reduce tax.

Experience

Professional History

Associations

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Community

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Education

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Experience

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Q&A

Mark has an extensive background in finance, accounting, and tax, with nearly forty years of experience. He originally hails from the greater New York area, specifically Southern Connecticut, and has been residing in Tucson, Arizona, for the past 32 years.

Mark holds a Bachelor’s degree in Finance from Texas Tech University and pursued further education by earning an MBA from Texas A&M University. His career journey began in international banking, and he has since worked in various sectors, including the securities industry, manufacturing, and private industry. Mark has held roles in both public practice and as a chief financial officer.

Mark’s expertise in accounting and technical tax compliance, coupled with his consulting experience, spans various entities, including partnerships, LLCs, C and S corporations, trusts, estates, and individuals with diverse financial needs. His proficiency covers a spectrum ranging from relatively straightforward financial situations to more intricate and complex ones.

Mark’s pride in his work is evident in his ability to simplify intricate tax and accounting issues, making them accessible and comprehensible for his clients. This skill empowers them to make informed decisions regarding both their business and family finances. Mark’s approach goes beyond mere technical expertise; it reflects a commitment to ensuring that clients not only meet their financial obligations but also understand the underlying principles.