Download PDFMEET JEREMY
Jeremy supports clients with their individual and business returns including complex and consolidated corporation and partnership returns. Jeremy also assists his clients in preparing fiduciary and non-for-profit returns. Jeremy partners with the clients accounting department to manage their books, tax planning, forecasts, and financial statements.
A strong interest of Jeremy’s is the business strategy and planning work that he has done with his clients who are starting new businesses. Jeremy’s values the long and cordial relationships that he has developed with many of his clients and has enjoyed becoming their trusted advisor.
Education
Bachelor of Sociology, University of Connecticut
Professional Affiliations
American Institution of Certified Public Accountants (AICPA)
BACKGROUND
Jeremy began his career at Edelstein & Company in 2020 when R.J Gold & Company merged. Jeremy has over 19 years of experience working in the public accounting sector. As a Manager in the firm’s healthcare department, Jeremy partners with the clients to provide them with best tax strategies and tax planning tools. Jeremy maintains a close working relationship with the clients. His client-base includes small and medium-sized business along with non-profit organizations. He has a particular expertise in healthcare owing to the number of clients he has in this sector.
HOW JEREMY CAN HELP
Jeremy can help in preparation of financial statements, tax returns, strategies to minimize tax liabilities, accounting for small and mid-sized businesses.
OUTSIDE THE OFFICE
Jeremy enjoys coaching his children in sports, watching movies, going on hikes, vacations with his family, and being outside whether it’s doing yard work or having fun with his family and dog.