Peter Fortenberry

About Peter Fortenberry

I like helping individuals, small businesses, and large corporations to structure and put in place tax efficient strategies so that their taxes are optimized, and they are not paying more tax than they should. I enjoy working with thoughtful clients and professionals who value clear communication and well-reasoned solutions.If you\'d like the long version:I’m a Tax Advisor based in Mesa, Arizona, and I work with RG & Associates, a long-established accounting firm that has been serving clients for over 40 years.I work with individuals and businesses of all sizes, from small and closely held companies to more complex, multi-entity and corporate structures. I also focus on expatriate and cross-border tax matters. Each year, I prepare and file roughly 700 tax returns and support clients across the United States, South America and Europe, who maintain U.S. tax obligations.In addition to tax compliance, I enjoy helping clients think through structure and tax strategy, whether that’s forming or restructuring entities (LLCs, S-Corps, and C-Corps), planning ahead for taxes, or simply making sense of complex situations in a practical and grounded way.Before moving into accounting, I spent nearly a decade in the hospitality industry, and I worked my way through several front desk roles all the way to Revenue Manager, and Manager on Duty on the absence of the GM.That experience continues to shape how I approach my work today: with a strong service mindset, attention to detail, and respect for the people behind the numbers.I’m currently very well positioned where I am, and I value an independent, advisory-focused way of working that allows for flexibility, depth, and long-term client relationships.

Experience

1. Tax Advisor Rg & Associates

   Rg & Associates

   Jun 2021 — Present · AZ, US

   I advise U.S. individuals and businesses of all sizes on federal and multi-state tax matters, with a strong focus on expatriate and cross-border tax compliance and planning.Each year, I prepare and file approximately 700 tax returns, working with clients across the United States as well as South America and Europe who maintain U.S. tax obligations.My work often involves navigating complex personal, business, and multi-entity situations and translating them into clear and practical solutions to my clients.In addition to tax preparation, I provide ongoing advisory and consulting support to business owners, executives, and independent professionals all year-round, including entity formation and restructuring (LLCs, S-Corps, and C-Corps), tax planning, bookkeeping oversight, and payroll coordination.I work in a highly autonomous, advisory-focused capacity and value long-term client relationships built on trust, clarity, and follow-through.

Education

• Universidade Anhembi Morumbi

  Graduação Tecnológica, Hotelaria

  2020 — 2021

• Colégio Módulo

  Ensino Médio Técnico, Administração de Empresas

  2009 — 2011