Home office: Redlands, CA
Pete is a true professional when it comes to business know-how. He has been licensed as an EA since 1994 and has been a Principal with Smith Marion since 2012. He is not only dedicated to his clients and his team, but he also brings a unique balance of fun and professionalism to the workplace. Pete specializes in high-net-worth clients, trusts and estates, and partnership returns. His expertise includes tax preparation with emphasis on management and business consulting, as well as representation before the IRS and other taxing agencies.
Pete doesn’t just stop at his professional endeavors, he is also the President of TEAM Referral Network, a member of CalCPA, Beta Alpha Psi, and the Lake Arrowhead Rotary Club. He also serves on the Advisory Board of Cal State University San Bernardino.
In his free time, Pete loves spending time with his family, including two grown children and grandchildren, and their beloved family dogs. He also has a passion for working on his race car and going to the racetrack on the weekends. He and his wife also enjoy vacationing with their horses and boating at Lake Mojave, showing that Pete truly is a renaissance man who brings his passion and dedication to all aspects of his life.