Gregg Gillaspy

WORK HISTORY

EDUCATION

ABOUT GREGG GILLASPY

Mr. Gillaspy provides concierge Tax Preparation & Tax Planning services to Wealth Management firms with HNW & UHNW families. His background covers:1) CPA & CFP licenses2) Series 6 & 63 Licenses (Inactive)3) RIA rep (Inactive)4) Finance & Banking degree (MIZZOU)5) Began career with Arthur Andersen6) 15-year CPA firm owner (4 CPA\'s, 9 staff)(sold in 2006)7) Owner mentality with client-first attitude8) 25 years of Lacerte experiencePS: Looking for “local professionals” only? Gregg used to think that way. While conducting tax return exit interviews with executives from Google, Apple & Intuit by video conference, going over tax return results as they were in California & he was in Missouri, he realized technology has opened up so many more opportunities than ever thought possible before. Gregg has seen more tax returns with 7, 8 and 9 figure incomes via this “technology shift” than he had in his entire career. Gregg no longer looks at remote operations as a hindrance but as a competitive advantage. The talent you can connect with is exponentially so much more when you go beyond “local”. Operating remotely will soon be part of the norm & Gregg can be on-site for those “can’t miss” face-to-face meetings. COVID UPDATE - REMOTE IS NOW NORMAL!PPS: It\'s mind boggling what technology can do. Take for example a Texas firm Gregg worked with who has remote workers. When a young staff person in Germany ran into situations he had never seen before, they solved the problem by 3-way video conferencing & has screen sharing with him in Germany, Gregg in Missouri & another in Texas! And it’s quicker than you could round up 3 people in your building & get them in the same office huddled around a monitor for a \"teaching Ask Gregg how SurePrep improves the tax preparation process for the firms he has worked with.