Jonathan has more than 15 years of experience serving a variety of public and private companies. He has provided tax advisory and compliance services for professional service companies, opportunity funds, high net-worth individuals and real estate businesses - including the affordable housing industry sector. His experience includes federal and multi-state taxation of corporations, pass-through entities, and individuals. Jonathan provides tax compliance and consulting services to entities utilizing Low Income Housing Tax Credits. He also has provided tax compliance and consulting services to 501(c)3 tax-exempt organizations. He has represented clients before the Internal Revenue Service and Franchise Tax Board. Jonathan graduated with a bachelor‘s degree in accounting from Colorado State University at Fort Collins. He is a Certified Public Accountant licensed in California and an active member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Professional and Community Involvement
American Institute of Certified Public Accountant
California Society of Certified Public Accountant