Alex took his first accounting class in high school, but it was at West Chester University where he met professors that made him passionate about the work –so much so that he earned multiple scholarships and became the first business student to graduate WCU with a perfect 4.0 GPA.
“Yes, I worked really hard for that,” Alex said. “I’m a details person. If there’s something I don’t know, I love doing the research and learning new things.”
Clients often notice that diligence and respect for the details when Alex is researching complicated, multi-state tax filings. Alex regularly works with clients who file in 30+ states, and he and his team stay up to date with the changing tax regulations in every one of them.
Alex also became the firm’s in-house point person for implementing new, highly beneficial IRS regulations – the 3115 regs. After the federal government introduced hundreds of pages of these new regulations for fixed assets in 2014, Alex wrote the internal guidelines that were used to evaluate clients’ compliance throughout the company.
“When you have a company with a lot of fixed assets, it gets very detailed – but anybody that has fixed assets could be affected,” Alex said. “In a lot of cases for our clients, we had some pretty big tax savings by changing to the new rules.”
Some other ways Alex has helped clients include:
- Assisting a client in obtaining good-standing status in several states where the client had fallen out of good standing, performing the necessary research and corresponding directly with the states in question.
- Identifying new state filing requirements for clients and advising clients on the correct procedures for registering and dissolving in those states.
When not researching tax codes, Alex enjoys running – recently entering his first official race – and is an avid reader of biographies and nonfiction. His favorite? “Catch Me If You Can.”
Experience is the Difference®