Jason is a Team Leader of Withum’s State (SALT) Income/Franchise Tax Service Line. With over 12 years of state and local tax experience, Jason focuses on all areas of multistate income and franchise taxes. He has significant experience serving clients in manufacturing, retail, life sciences, financial services, technology, and other service industries.
Jason’s SALT practice areas include state tax planning, nexus considerations, income tax accounting (i.e. ASC 740 provision), group filings (i.e. combined), state apportionment/sourcing, tax base modification rules, unitary taxation, due diligence, and credits & incentives. In addition, he performs state and local tax reviews designed to identify potential refund claims, prospective opportunity filings, and mitigation of tax exposures. Jason also assists clients with providing controversy services, including audit defense representation, delinquency settlements, ruling requests, and voluntary disclosure agreements.
Jason is a Certified Public Accountant, licensed by the State of New York and Florida, and is a member of the American Institute of Certified Public Accountants, New York Society of CPA’s and the New Jersey Society of Certified Public Accountants. Jason is also licensed as an Enrolled Agent with the IRS and holds the Chartered Global Management Accountant credential. Jason received his B.S. in Accounting from the State University of New York at Plattsburgh and earned his M.S. in Taxation from Fairfield University.
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