LICENSES AND PROFESSIONAL AFFILIATIONS

• Certified Public Accountant, License #216, State of Nevada
• Member American Institute of Certified Public Accountants
• Member Nevada Society of Certified Public Accountants
• Personal Financial Specialist (AICPA)
• Certified Senior Advisor

Bullis and Company CPAs, LLC does not accept commissions. As a fee only planner, we offer objective, independent advice without the conflicts of interest that commissions can create.

Since founding Bullis and Company CPAs, LLC in September 1965 in Carson City, he has:

GENERAL EXPERIENCE

• Assisted clients and attorneys in evaluating settlement offers, sale and purchase offers and reorganization plans
• Testified and given testimony and depositions; Attended depositions as consultant to attorneys
• Signed opinion audit letters and supervised audits of various organizations
• Advised clients on income, estate and gift tax matters
• Advised clients on personal financial planning (fee-only planner)

SPECIFIC EXPERIENCE

Founder/Emeritus of Bullis and Company CPAs, LLC, he has:

• Participated in valuations of business and ranch operations for U.S. Estate Tax Returns
• Served as Special Master appointed by Nevada District Judges to settle disputes between two medical professionals and also for valuation of retail tire store for a divorce
• Served on the American Arbitration Association panel of arbitrators on three occasions
• Worked on divorce actions with diverse issues, such as:
  
  • tracing separate property to show it had not been commingled
  • gathering evidence to be used at trial for proof of overcoming joint tenancy title
  • using tax law to arrive at settlement proposals that benefited both parties
• Resolved sales and use tax audits favorably
• Dealt with IRS to resolve notices and reduce penalties
• Reviewed embezzlement claims on behalf of an insurance company to determine correct amount
• Supervised the audit of the Nevada Bicentennial Commission; Testified on embezzlement discovered by our firm
• Assisted business owners of various types and sizes in writing and evaluating business plans
• Assisted clients in obtaining SBA loans
• Assisted clients in meeting their personal financial goals