We're a boutique specialty tax firm laser-focused on client satisfaction. Here's who you'll work with.
Chris is a Nevada-licensed CPA (since 1996) and has been consulting on specialty tax services since 2005. As a Deloitte alumnus, he has developed deep knowledge of cost segregation and fixed-asset issues.
His broad business background includes working at a Fortune 500 company and start-up enterprises. He's a member of the AICPA and lives in Southern Utah with his wife, Michelle.
Heather joined Veritax in 2022 with a strong background in operations administration. She previously managed day-to-day operations and finances for a non-profit organization.
She holds a B.S. in Business Administration and keeps everything inside the firm running smoothly.
Katie joined Veritax at the beginning of 2024, bringing organizational expertise and customer-service experience from eight years in yard management.
She supports the team with scheduling, client logistics and the day-to-day work that keeps engagements on track.
Dave brings over a decade of experience guiding businesses to optimize their tax positions. He's passionate about translating specialty tax into clear, actionable savings for owners.
He partners closely with CPA firms to extend their capability without burdening their teams.
Mike specializes in cost segregation engineering analyses and complex fixed-asset reviews for commercial real estate clients.
He works directly with property owners and CPAs to defensibly document accelerated depreciation studies.
Kevin manages cost segregation and R&D engagements end-to-end — from initial benefit analysis through deliverable.
Clients consistently call out his communication and follow-through during long, multi-property projects.
Preet supports cost segregation studies and R&D credit calculations, focusing on documentation quality and IRS-defensibility.
She works alongside the engineering team on technical write-ups and supporting schedules.
Craig leads on-site engineering reviews for cost segregation studies, applying construction and MEP expertise to component reclassification.
He ensures every study is grounded in physical inspection — not just spreadsheets.
From your first call to the deliverable, you'll talk to the same people. No handoffs, no surprises.
