Jason has worked in public accounting since 1996. He primarily works with community banks and alternative investment funds, including private equity, venture capital, hedge, credit, and real estate funds.
Jason advises his clients on a wide array of domestic tax matters, from standard compliance issues to complex transactional planning. This includes formation, reorganization, and restructuring services.
Jason’s responsibilities include managing personnel in all phases of tax engagements and working directly with his clients to ensure tax planning is conducted on a timely and proactive basis.
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.