Tax Compliance & Planning
Jack is a Manager with SVA Certified Public Accountants with expertise in financial reporting and tax compliance for businesses. He specializes in working with clients to understand their businesses and to develop and implement policies and procedures to help their businesses succeed.
Jack works closely with business owners and their management teams to advise them on accounting and tax issues. He helps clients improve their company profitability and protect their investments by clearly understanding their long-term and short-term company and personal goals.
He works with clients to reconcile and prepare financial statements as well as provides consulting on understanding the business impacts related to current financials. He helps establish internal financial reporting procedures and assists with accounting software setup and support.
With a focus on the construction industry, Jack works closely with business owners to assist with job costing and profitability. He presents tax planning opportunities and is proactive in notifying business owners of available tax credits.
Jack is a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and the American Institute of Certified Public Accountants (AICPA).