Taking a client-first approach, Jason believes that providing great service is essential to building any successful business relationship. He prides himself in always being available and willing to help clients work through tough issues, and in finding solutions to help their business succeed.
Jason focuses on tax planning and compliance for hedge fund and private equity clients. His expertise specifically revolves around real estate, hedge and cryptocurrency fund investment managers and GP entities, partnerships, C Corporations and bookkeeping.
- Actively involved in training and staff development for the firm’s Tax Practice
- Speaker on various alternative investment industry topics
- Maryland Association of CPAs
- American Institute of CPAs
Jason lives in Carroll County, Maryland, with his two children. He loves to travel, with Ireland being his favorite destination, and is a big Baltimore Ravens fan.