Overview
Jason provides comprehensive tax compliance and consulting services for manufacturing and technology companies, primarily those with a pass-through structure. His clients range from early-stage startups to mature PE/venture-backed operating partnerships.
Experience
Jason specializes in helping clients navigate the complexities of partnership taxation for companies or funds. His technical knowledge with transactions involving outside funding or redemptions of current partners helps clients maximize the benefits of a partnership structure, both at the company and partner-level. Jason helped a client set up a partnership structure that saved $75,000 in taxes per year and changed an accounting method for another that saved the client $100,000 in taxes.
Education & Affiliations
Jason earned a Bachelor of Science in Business Administration and a Master of Accountancy from the University of Alabama. He is a certified public accountant (CPA) in the state of Georgia, and a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs.
Insights
