BS University of Southern California
Ian began his public accounting career in 2002 as a staff accountant and was promoted to senior accountant in the audit department at Deloitte, LLP in Orange County. After working at Deloitte for 3 years as an auditor, Ian worked at a small firm in their tax department in Orange County where he gained a solid foundation in preparing and reviewing various types of tax returns. He joined Kieckhafer, Schiffer and Company, LLP in 2007 and was promoted to Tax Manager in December 2008. In order to offer full financial advisory service to his clients, in 2009 Ian obtained licensure as Investment Advisor Representative (FINRA Series 7 and 66). Ian specializes in tax return compliance, tax planning, wealth management and consulting for high net worth individuals and their closely held entities.