Jason has over ten years of experience serving clients while specializing in tax compliance and tax planning issues. During his career, he has worked with corporate executives, affluent families, trusts, and small businesses to meet their current tax obligations as well as planning for the future with a consultative approach. Jason is a Pennsylvania licensed Certified Public Accountant as well as a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the American Institute of CPA's and the Pennsylvania Institute of CPA's.