Jeffrey brings over 20 years of public accounting experience and serves as an expert in delivering state and local tax solutions. He joined Baker Tilly in 2012.
- Assists clients with various income/franchise tax, sales/use tax, credits and incentives, personal and real property tax and employment tax matters
- Provides state and local tax services and solutions for companies in the communications, technology, manufacturing, e-commerce and service industries
- Provides significant state and local tax value-added services to clients through tax minimization strategies, audit assistance, taxability studies, refund reviews, voluntary disclosure/amnesty programs, due diligence, apportionment reviews and accounting for income and other related taxes
- Services Fortune 100, Fortune 500, Russell 1000, and Russell 3000 businesses
- Licensed CPA in California and Ohio
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Location
San Diego, CA
Education
Master of Arts in international relations and affairs
American University (Washington D.C.)
Master of Science in taxation
University of Denver (Denver, Colorado)
Bachelor of Business Administration in accounting
Bachelor of Liberal Arts in political science and criminal justice
Kent State University (Kent, Ohio)