Jeff Lea has over 15 years of public accounting experience, focusing on providing income tax services to operating businesses, including privately-held, private-equity backed and publicly traded companies.
He has worked with startups to multi-national corporations on various tax needs, such as ASC 740 Accounting for Income Taxes, income tax compliance, state and local taxes (SALT), executive compensation, and partnership tax issues. Jeff is also familiar with tax reporting standards under IFRS and US GAAP, including SEC filings for Form 10-K/Q and S-1 for IPOs.
Jeff brings a Big Four firm background to the middle market space, having helped businesses in a variety of industries, such as technology and emerging growth, retail, energy, construction and manufacturing, in addition to companies in highly-regulated spaces, such as cannabis and banking. Whether a company is looking for tax due diligence, tax guidance when navigating bankruptcy, restructuring or M&A activity, Jeff is seen by his clients as a trusted resource in offering tax strategies that align with business goals.
Jeff is a licensed certified public accountant in California and holds an MS in statistics and computational finance. He is actively pursuing an MLS in international taxation.
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This final article in the series brings together the key elements of the return-to-provision (RTP) process. The first article examined why RTP matters, and the second outlined the core reconciliation process. This final article focuses on establishing a gold-standard RTP process by connecting reconciliation findings to current tax payable, deferred tax balances and future process…
This article is a continuation of our previous article which discusses the importance of the return to provision process. This article digs a little further into the specifics of the return to provision process to outline some key items to be considered. A useful Return-to-Provision (“RTP”) analysis begins with discipline at the starting point. Before…
For finance and tax leaders, filing the income tax return should not be separated from financial reporting or treated as the end-of-year tax analysis. Income tax provisions are often prepared under tight year-end close timelines, while tax returns are completed later, when additional information becomes available and estimates can be refined to actual amounts. That…