Experience

Jay has more than 14 years of experience advising clients on their accounting, audit, tax and payroll needs. He works with businesses, franchise organizations and individuals for tax planning and preparation, financial statement preparation, general business consulting, management services, and strategic planning.

Specialties

Corporate, partnership and individual tax planning and preparation; financial statement preparation; general business consulting and management services; and strategic planning

Education & credentials

B.A. in business with a triple emphasis in accounting, finance and marketing,
Clarke University, Dubuque, Iowa
Certified Public Accountant (CPA)

Family life & hobbies

Jay’s wife is Sarah, and they have three sons, Will, Cole and Ted. In his free time, he enjoys sporting events, fishing and spending time with family and friends.

Speaking engagements

• Philadelphia, PA | 2016 | North American Association of Subway® Franchisees
• Englewood, CO | 2016 | HomeWatch CareGivers 13th Annual Conference
• Chicago, IL | 2016 | Right At Home – Home Improvement Annual Meeting
• Orlando, FL | 2015 | Senior Helpers 2015 Annual Conference
• Chicago, IL | 2014 | Right at Home Performance Group Meeting

Thought leadership

• Not Just Any Business Podcast: You don’t know what you don’t know: Filling in the gaps in your tax strategy