Mark is a partner and is proud to be a founding member of the Altum Corporate Tax Group. Mark has worked in public accounting since 2003. Prior to joining Altum, Mark was a tax manager at Frank, Rimerman + Co.
Mark provides tax services primarily for domestic corporations in the technology industry with a focus on providing clients superb responsiveness. In addition to income tax return preparation, Mark assists clients with preparation of tax provision workpapers (including FIN 48 documentation), 382 studies, sales tax studies, foreign disclosure reporting and consulting related to any M&A and due diligence issues. Mark also resolves federal and state tax notices and audits for clients as needed. He frequently assists clients with their day to day questions (e.g. 1099 & sales tax questions) and also consults on more technical issues relating to stock options, mergers and acquisitions, state and international tax issues and expat/inpat taxation issues, among other things. Mark works with companies of various sizes including venture backed start-ups, small-cap public companies, companies pursing an initial public offering (IPO) and those anticipating an exit strategy through a potential merger/acquisition. These companies include small local companies, multi-state and/or multinational businesses.
Mark received his undergraduate degree from California Polytechnic State University (SLO) and an Masters in Taxation from San Jose State University. Outside of public accounting, Mark enjoys spending time with his wife and kids, traveling and golfing.