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Current Role

Brett’s primary goal is to provide pro-active, future-focused advice to individuals and closely held businesses in a broad range of industries. By developing an in-depth knowledge of his clients’ operations and thinking strategically from their perspective, Brett delivers fresh, relevant ideas to clients that help them maintain solid business practices while enhancing their profitability. When serving clients, Brett’s approach is simple – be responsive, be available and be proactive.

Brett plays a key role in driving growth and expanding ��è��Ƶ’s services into the Florida marketplace. He also serves as Managing Principal of the Southwest Florida offices.

Service Areas

• Compilation and review services
• Tax planning and consulting
• Strategic planning services
• Succession planning
• Cost segregation
• Litigation support

Experience

Brett began his public accounting career in 1998, performing accounting, assurance and consulting services. Prior to joining ��è��Ƶ, Brett worked in the commercial banking industry. He has extensive experience in operations and strategic planning issues and has provided tax compliance, tax consulting and litigation support services.

A Closer Look

• Brett was featured in the Minding Your Money segment of the Naples Daily News discussing succession planning for business owners thinking about retirement and selling their business.
• In a recent litigation support case, a court ruling specifically named Brett’s expert opinion testimony “to be more thorough and compelling than that offered by the [other] financial expert,” resulting in a multi-million-dollar judgement in his client’s favor.
• Brett recently performed a cost segregation study on a newly constructed facility for a large dealership, resulting in millions of dollars in tax savings for his client.