Get to Know Me

Jonathan is a Principal with over 20 years of experience practicing State and Local Tax with extensive experience with income/franchise tax, sales and use tax, voluntary disclosure agreements, audit defense, real estate transfer tax, individual income tax residency and domicile issues.  

He has served clients in financial services, media, technology, pharmaceuticals and biotech, retail, manufacturing, professional services, government contractors, and not-for-profit organizations. Jonathan has developed relationships with several state tax departments and voluntary disclosure units. 

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Give Back

Jonathan supports organizations that champion veterans, childhood literacy and his local animal shelters. He is also an advocate for emergency first aid training through organizations like Stop the Bleed. 

Work Hard/Play Hard

In his free time, Jonathan enjoys traveling and participating in outdoor activities like hiking, camping, SCUBA diving and even photography.   

Latest Thinking

Maryland State Tax Updates

For the latest news and updates on Maryland state and local tax.

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Florida State Tax Updates

For the latest news and updates on Florida state and local tax.

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Illinois State Tax Updates

For the latest news and updates on Illinois state and local tax.

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