Jonathan provides tax compliance and consulting services to closely held businesses, private equity ventures, and their owners. He focuses primarily on service providers, medical practices, and real estate clients (mixed-use, multifamily, and retail across multiple states) that range from small, family-owned properties to large institutional clients. Jonathan strives to forge strong relationships with his clients who trust his advice in multiple facets beyond just tax compliance and consulting. He proactively plans for his clients, helping them prepare for the future and connecting them with other professionals who can serve their needs.
Years of Experience
16
Education
University of Georgia, Bachelor’s
University of Georgia, Master’s
Professional & Civic Leadership
- Member of board of trustees for The Davis Academy
-
Previously served on boards for Jewish Federation of Greater Atlanta, The Weber School, and Congregation Or VeShalom
Professional Credentials
Certified Public Accountant (CPA)
