Max transferred to Montana State University in 2022 from Irvine, California. He continues to enjoy many of the same hobbies such as ice hockey, skiing, and road trips to National Parks.

Whenever assisting clients with tax preparation, he ensures he understands their business by looking through prior year information and he is unfamiliar with something, his team helps him understand the tax rules and reasoning to continue education through experience.

When approaching new clients, it requires the team to be able to prepare the client for tax return completion. We come together to put together a file where we can all understand the client’s portfolio and business and work it through a chain of command to create a final product our team and the client will be happy with.