MEET JASON
BACKGROUND
HOW JASON CAN HELP
OUTSIDE THE OFFICE
MEET JASON
Jason helps both business entities and individuals in our healthcare practice. His work focuses on:
- Multiple state information returns,
- Foreign filings,
- Compliance,
- Mergers,
- Dissolutions,
- Annual reports, and
- IRS and state notices.
Education
Master of Accountancy, Missouri State University
Bachelor of Science, Missouri State University
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Community Service
Treasurer of Regional Homelessness Coalition in Tennessee
BACKGROUND
Jason began his career at Edelstein & Company in 2023. As a Senior Manager in the firm’s Healthcare group, Jason provides tax planning, start-up and dissolution and compliance and reporting services for entities of all sizes. During tax season, Jason also provides tax preparation and review services for individuals and trusts.
HOW JASON CAN HELP
- Tax Credit Consultation
- Acquisitions and sales of business entities
- Ensure compliance with foreign bank account reporting
- Resolve IRS and state notices, including late filing penalties, failure to file, etc.
- Estate and Trust Planning and Compliance
OUTSIDE THE OFFICE
Jason enjoys anything on the water, traveling, reading, watching sports, and hanging out with his family.