Jake is involved with all aspects of client services in the areas of tax return preparation, tax and business advice, accounting, and preparation of many types of financial reports. He specializes in providing consulting and financial solutions for start-ups and closely held small businesses, and advises on the use of accounting systems, such as QuickBooks Online. His expertise helps our clients achieve their goals towards business success, education, and retirement. Jake’s industry experience has included software as a service (SaaS), real estate, legal, political consulting, manufacturing, distribution, and non-profits, among others.
Jake joined the firm as an intern in January 2011 while studying at DePaul University and joined the firm full-time in 2013 upon graduation. He was made a member in 2018.
BS Accountancy, DePaul University
- Certified Public Accountant, State of Illinois
- Member, American Institute of Certified Public Accountants
- Member, Illinois CPA Society
- Member, Beta Gamma Sigma