Get to Know Me
Jonathan is a Principal with over 25 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.
Let’s get started with a conversation today.
Contact MeGive 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
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North Carolina State Tax Updates
For the latest news and updates on North Carolina state and local tax.
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Massachusetts State Tax Updates
The latest news and updates on Massachusetts state and local tax.
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South Carolina State Tax Updates
For the latest news and updates on South Carolina state and local tax.