Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Bachelors of Science, Accounting, Saint Louis University
Jason is the Tax Leader for the Dallas / Fort Worth Office. He is responsible for tax research, planning and compliance for privately owned businesses and their owners. Jason has significant experience with for-profit entities, including corporations, S corporations, partnerships, and individuals. He joined the firm in January, 2006 working out of our St. Louis offices until he relocated to Dallas in April, 2012.
His Tehcnical Expertise includes:
- Extensive experience serving individuals, families, and a broad range of privately held companies across the middle market with their tax compliance and tax consulting needs
- Representation of his clients before the IRS
- Identifying opportunities and solutions to decrease his client’s tax burden
- Acquisition and disposition modeling with an emphasis on minimizing taxation on both buy-side and sell-side transactions
Upcoming speaking engagementsView More
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In the community
American Institute of Certified Public Accountants Missouri Society of Certified Public Accountants Texas Society of Certified Public Accountants