Jonathan has been a dedicated member of the Tax Credits & Incentives Services since 2012. With a strong foundation in both technical and managerial roles within the commercial construction and manufacturing industry, he has cultivated a unique skill set.
Jonathan specializes in serving a diverse range of clients who own, operate, invest in, and manage various types of real estate assets. He has extensive knowledge in cost segregation studies, fixed asset valuations, tangible property studies, and tax optimization studies. His clients are those who are building, improving, repairing, disposing, or acquiring tangible property.
Additionally, he has insight into opportunities such as cost basis identification studies for Investment Tax Credits, and cost reporting studies for Medicare and Medicaid reimbursement incentives. Jonathan’s background has equipped him with a comprehensive understanding of industry-specific challenges and opportunities. This experience enables him to adapt his approach to meet the needs of each client, providing tailored solutions that help drive value and help enhance cash flow.
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.