Nate is a tax manager with particular expertise in real estate and development, captive insurance, tiered partnership structures, and carried interest ownerships. His focus is in tax planning and preparation for small businesses and high-net-worth individuals. He also is certified as a Personal Financial Specialist (PFS). He is a member of the American Institute of Certified Public Accountants (AICPA) and Arizona Society of Certified Public Accountants (ASCPA). He joined R&A in 2011.
Nate earned his BS in accounting from the University of Arizona's Eller College of Management and his MBA from the University of Phoenix. Nate is a native Tucsonan. He is active in the community including fundraising support for El Rio Vecinos. He enjoys spending time with his family, golf, and cooking.
o Integrated business solutions
o Back-office accounting
o Business and individual tax
o Financial Services
o Real Estate