Individual and business taxes
Fiduciary income tax returns
Estate and trust tax planning
Northern Arizona University, Bachelor of Science, Accountancy
Certified Public Accountant - State of Arizona
Central Arizona Estate Planning Council
Valley Estate Planners
Jake has close to ten years of combined industry and public accounting experience. He provides tax and consulting services to individuals, partnerships, S corporations, and estates and trusts in Scottsdale, Chandler, Phoenix, and throughout Arizona. As part of the estate and trust tax team, he consults with individuals and business owners about charitable giving and appropriate mechanisms. Concentrating on personalized service, Jake assists clients with understanding complex tax issues and reducing taxes, including differences between tax credits and deductions. With privately-owned companies in multiple states and localities, he addresses tax regulations impacting revenues and operations.