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Jonathan C. Tretter

CPA Partner

Get to Know Me

Jonathan Tretter has 15 years of public accounting experience, with a focus on providing business tax services.

He focuses on corporate and flow-through tax, high-net-worth individual taxation, and federal and multi-state taxation. His additional areas of focus in taxation include federal and state tax credits and incentives, methods of accounting, UNICAP 263A, estate and business succession planning, along with tangible property and cost recovery. Jonathan was a leader providing clients with insight into federal legislation surrounding the CARES Act, most notably focused on the Paycheck Protection Program and the Employee Retention Credit.

During his professional career, Jonathan has worked with clients in a variety of industries, including manufacturing, automotive dealerships, real estate, equipment rental and sales, construction, restaurant and hospitality and medical and professional service clients. Jonathan stays abreast of all regulatory and legislative changes to properly consult and advise his clients. His goal is to help his clients navigate the tax code to plan for and prepare required tax filings while working to reduce their tax liability through the use of allowable federal and state tax credits and incentives.

Jonathan is a licensed certified public accountant (CPA) in New York.

Service Expertise

Learn More About My Story

Learn more about my professional experience and how I spend my time outside the firm.

Education:

  • BS, Accounting, Magnum Cum Laude, Canisius University
  • BS, Finance, Magnum Cum Laude, Canisius University

 

Professional Affiliations:

  • Member, American Association of Certified Public Accountants (AICPA)
  • Member, New York Society of Certified Public Accountants (NYSSCPA)

 

Jonathan is active in his community, serving as the Treasurer of the Kiwanis Club of Batavia since 2015. He has also been a Business & Accounting Advisory Board Member of Genesee Community College since 2018 and is an alumni of Leadership Genessee.