Jack leverages more than 40 years of tax and leadership experience to provide personalized tax guidance, specializing in small and growing privately held businesses.
Providing comprehensive individual and business tax planning and compliance services, he helps clients navigate complex regulations and structure their financial decisions for every state of business growth. His background as a Certified Fraud Examiner (CFE) and Certified in Financial Forensics (CFF) further strengthens his ability to assess risk, enhance internal controls and approach tax matters with a heightened level of analytical rigor.
In addition to his commitment to clients, Jack advocates for the profession through industry leadership roles, including having served as president of the western New York chapter of the Association of Certified Fraud Examiners and in various board positions with the New York State Society of CPAs.
Jack enjoys building strong client relationships and is known for delivering practical, forward thinking strategies that support their business objectives, strengthen financial confidence and position them for long-term success.
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Certified in Financial Forensics (CFF)
- Tax