Jonathan oversees the firm’s Tax Services team, where he brings more than 25 years of experience to the development and execution of tax strategies that provide measurable financial value to TASSI and Company’s clients. Jonathan counsels clients on all issues pertaining to their tax needs, including planning, preparing and filing federal and multi-state tax returns, addressing tax notices, preparing responses to taxing authorities, and managing audits and administrative appeals. He ensures his team is up to date on the latest tax laws and regulatory developments impacting TASSI and Company’s clients. Jonathan also has experience with Ultratax CS, ProSystem FX, QuickBooks and RIA.
Jonathan began his career with Deloitte in Los Angeles where he served as a senior tax associate. He went on to hold management positions in a variety of notable tax and accounting consultancies. He earned a Bachelor of Arts from the University of Southern California and a Master of Science in Taxation from San Jose State University. He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.