Jason has been practicing public accounting since 1994, primarily working with technology and other venture-backed start-ups on domestic and international tax planning, incentive planning, and growth strategy issues. He provides these tax services for companies in a range of growth stages, leading up to and through post-IPO. Jason also provides tax planning planning services for high net worth individuals and their related businesses, including partnerships and corporations. He also advises his clients on compensation, stock option planning, and taxation of investments, including real estate and trusts.
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.