TITLE: STAFF ACCOUNTANT
Garrett is a trusted tax partner, helping our clients with tax returns and audits.
Garrett first came to Asset Strategies, Inc. in November of 2015. More recently Garrett has earned his EA (Enrolled Agent) designation, allowing him to serve as a Federally authorized tax practitioner empowered by the U.S. Department of the Treasury. This extension of his education has enabled Garrett to serve our clients on an even broader spectrum. Garrett prepares both individual and corporate returns. Partnering with Alan, Garrett excels at finding solutions for small and medium-sized business to maximize tax efficiency.
Garrett also has a passion for helping our clients be prepared for retirement, he works to help our clients identify resources to maximize their long-term saving strategy. In the offseason, you can find Garrett working on conducting SEC Exams, amended and extended tax returns, government notices, and audits.
WHEN NOT WORKING …
When he’s away from the office, Garrett enjoys being active and spending as much time outdoors as possible. He played baseball for 13 years before finding his love of golf. There’s nothing more relaxing to him than playing a round with some close friends on the perfect sunny day. Garrett really enjoys being adventurous. He loves to hike, travel and stay physically fit.