Jason serves as Partner in Charge of the Firm’s Tax Department. He joined TKW in 2002 after fourteen years with a national accounting firm.
A licensed CPA and a Chartered Global Management Accountant (CGMA), he is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA). Jason is a Past Chair of the OSCPA and participates as a coach in the Society’s Coaching Program. Over the years, he has presented for the OSCPA as well as numerous other organizations in local and national conferences.
One area of Jason’s expertise is in providing tax consulting and planning services to middle-market businesses, their owners, and tax exempt organizations. He also specializes in state and local compliance issues; consolidated return issues; Internal Revenue Service representations; and tax accrual reviews. Another of his strong suits is advising clients and tax planning with regard to business sales or purchases, business entity choice, and business structure.
Jason graduated from the University of Utah with Bachelor’s Degrees in both Accounting and Finance and a Master’s Degree in Professional Accountancy with an emphasis in taxation. He and his wife are the proud parents of three children: one daughter and two sons. As an Eagle Scout, Jason enjoys fly fishing and other outdoor activities; volunteering for his church; spending time at the coast; and listening to his wife play her fiddle (she plays bluegrass, swing, and Celtic music).