Pete has over 25 years of tax preparation and accounting experience. He has been licensed as an EA since 1994 and a Principal with SMCO since 2012. A tech guru, Pete oversees the tech committee at SMCO and manages finance for the firm. He is dedicated to his clients and his team and brings an excellent balance of fun and professionalism to the workplace. Pete specializes in high net worth clients and complex partnership returns. His expertise includes tax preparation with emphasis on business entities, management and business consulting, representation before the IRS and other taxing agencies and accounting for non-profit organizations and governmental agencies and low-income housing tax credit partnership audits and tax returns.
Pete is the President of TEAM Referral Network. He is also involved with CalCPA, Beta Alpha Psi – Iota Eta Chapter and is a member of the Lake Arrowhead Rotary Club and the Advisory Board of Cal State University San Bernardino. Annually, he volunteers at the Riverside Rape Crisis Center Fundraising Gala. In his spare time, Pete and his wife enjoy spending time with their family which include two grown children and the family dogs. Pete also loves working on his racecar and going to to the racetrack on the weekends. Pete and his wife enjoy vacationing with their horses and boating at Lake Mohave.
City University Bellevue Washington
California Society of Certified Public Accountants
Association of Certified Fraud Examiners
The E Myth
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