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OUR PRINCIPALS

Louie A. Mukai, CPA, CSEP, CDFA
Shareholder
Patrick W. Greenlee,CPA
Shareholder
Kristy Mukai Barnes, CFP©, RFC, CSRP
www.kristymukai.com
LOUIE A. MUKAI
CPA, CSEP, CDFA, CFFA, SHAREHOLDER

PROFESSIONAL HISTORY

Shareholder of Mukai, Greenlee & Company, P.C.

Responsible for directing the Firm's financial, operational, and administrative activities, spearheading practice development and administering the quality control and technical review of the tax division.

AREAS OF SPECIAL COMPETENCE

Mr. Mukai has over 28 years of experience in income tax planning and consulting for a variety of individuals and organizations. His extensive expertise in corporate and partnership taxation, international taxation, and estate and gift tax planning allows him to assess each individual situation and recommend the best possible solutions.

RELEVANT EXPERIENCE

Routinely meets with businesses during the year to discuss economic and tax motivated situations.

Representing organizations being audited by the Internal Revenue Service, the Arizona Department of Revenue and other governmental agencies.

Consulting regarding the Foreign Investment in Real Property Tax Act as it relates to U.S. and foreign corporations and individuals.

Estate planning for clients desiring to minimize their estate tax and maximize the accumulation of wealth for their beneficiaries.

EDUCATION

Arizona State University, Bachelor of Science in Accounting

PROFESSIONAL ACHIEVEMENTS

  • Certified Public Accountant in Arizona
  • Certified Specialist in Estate Planning
  • Certificate of Educational Achievement in Estate Planning
  • Certified Divorce Financial Analyst
  • Certificate of Educational Achievement & Tax Planning and
  • Advising for Closely Held Businesses

PROFESSIONAL MEMBERSHIPS

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • National Tax Institute of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • The Institute for Divorce Financial Analysts







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