Clay graduated with honors in Business Accounting from San Diego State University and has been in practice since 1990.  He has wide and varied experience obtained with different size firms including one of the biggest accounting firms.

The bulk of his career has been at a high-end boutique firm in La Jolla emphasizing small businesses and high wealth individuals.  In addition to being a well-rounded tax generalist, he specializes in advising small businesses on tax and accounting matters, complex interrelated client groups (such as legal and medical groups, real estate development groups, etc.) and estate and trust matters.  

He is also a high-end QuickBooks consultant and provides resolution, training and development services. 

He is also a resource for probate attorneys and professional fiduciaries. He is efficient and experienced in preparing estate tax returns including the typical interactive communication with a client and all of their advisors such as attorneys, wealth advisors, staff, etc.

A defining characteristic is his ability to “think outside the box” when providing tax and small business consulting. He has worked with clients in evaluating and syndicating private investments, successfully finding solutions to troubling situations and finding the opportunities in the seemingly annual sweeping changes to the tax laws.

Clay grew up in the ski and outdoor resort area of Mammoth Lakes which has led to a lifetime interest in sports and physical activities with a current focus on golf, hiking and tennis.