As a Partner at Marcheschi Plankis & Pogore LLP, Peter Devries leverages his extensive expertise as a Certified Public Accountant (CPA) to guide family-owned businesses through the intricate landscape of tax planning and compliance. With a keen understanding that tax compliance is merely a fraction...
As a Partner at Marcheschi Plankis & Pogore LLP, Peter Devries leverages his extensive expertise as a Certified Public Accountant (CPA) to guide family-owned businesses through the intricate landscape of tax planning and compliance. With a keen understanding that tax compliance is merely a fraction of the overall tax process, Peter emphasizes the importance of proactive tax planning strategies. His approach not only mitigates exposure to income taxes but also enhances the financial health of his clients.
Peter’s role involves collaborating closely with small and medium-sized enterprises, where he identifies unique challenges and opportunities that business owners face. By conducting thorough financial reporting and analysis, he helps clients optimize their inventory management and accounts receivable processes, ensuring that they maintain robust financial health while adhering to corporate tax regulations. His hands-on experience with journal entries and bank reconciliations further solidifies his capability to provide comprehensive financial oversight.
Key projects under Peter's leadership often include developing tailored tax strategies that align with clients' long-term business goals, facilitating smooth transitions during ownership changes, and implementing best practices for financial accounting. His commitment to ongoing education and staying abreast of tax law changes allows him to deliver informed advice that empowers clients to make strategic decisions. Through his dedication and expertise, Peter Devries stands as a trusted advisor, helping family-owned businesses not just survive but thrive in an ever-evolving economic landscape.
