Jeffrey Gershen, CPA   

National Tax Co-Leader | Tax Partner | I help growth-minded entrepreneurial businesses achieve their goals through comprehensive tax planning and consulting.

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Who I work with

I work with clients across industries with a focus on professional services. I often work closely with entrepreneurial businesses, medical practices, consulting firms, advertising firms, political consulting firms and architecture firms.

My specialty

I am passionate about helping clients make more informed and confident business decisions through a wide range of tax planning and consulting services. With a deep understanding of the diverse challenges facing entrepreneurial businesses and their owners, I am able to provide business advice for firms in various stages of development.

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Results I have delivered

I have facilitated substantial growth for clients across industries. For example, I helped a medical practice grow from 1 location to over 10.

Unique things about me

I have a passion for impressionist and contemporary art. I am also a history buff, with a keen interest in World War I history.

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When I am not at work

When I’m not at work, I enjoy spending time with my wife, Amy, and my son, Benjamin. We enjoy going to new restaurants and traveling. Our favorite destinations include Bal Harbour in Switzerland. I also collect rare books and historical documents and enjoy building out my collection.

People say I am


A deeply analytical and creative thinker with refreshing candor



I earned my Bachelor of Science in Business Administration from the University of Pittsburgh and I’m a member of the American Institute of Certified Public Accountants (AICPA).