Jason is a multidimensional executive serving as a trusted advisor across c-suite and executive teams. He provides a strong financial leadership for developing business strategies and identifying growth opportunities. With extensive experience in finance, accounting and technology, Jason has served as a strategic partner to both small and large businesses for over 20 years.
Jason has integrated advanced technologies in the tax planning process. He analyzes each client’s unique set of circumstances and delivers a customized tax planning strategy to maximize tax savings. He works with families, high net worth individuals, small and medium size businesses.