Jake has practiced public accounting since 2019. His areas of focus include income tax services and tax planning specializing in the construction and real estate industry. Jake concentrates on tax planning strategies for businesses and their owners through a variety of tactics and client valued services including cost segregations, 1031 exchanges, real estate sales and acquisition transactions, and energy efficient credits and incentives. Jake also has extensive knowledge and experience in flowthrough entity planning and tax strategy implementation with complex equity structures, waterfall provisions, and partnership liquidations.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.