State, Local & Multi-State Taxation
Business Ownership Transactions
Tax Planning & Compliance
Jake is a Principal at SVA Certified Public Accountants and uses his experience to provide clients with guidance and consulting in areas such as mergers and acquisitions, federal and state income tax planning, debt forgiveness, Roth IRA conversions, energy-efficiency tax incentives, research and development tax credits, and seller-side representation in business transactions. He is experienced in working with businesses in the professional services, manufacturing & distribution, construction, retail and real estate industries provide the ability to consult with clients in a variety of areas.
Jake helps clients find opportunities for tax savings and other incentives by committing his time spent with clients to understand their processes and operations, and by learning what is most important to them. Jake's aim is to be a trusted advisor for all aspects of the client’s needs. This includes tax structuring and preparation services for not only the business entity but also the individual owner(s) and in many cases their family as well. In addition to client work, Jake spends time researching new and proposed tax law changes and enjoys networking with a variety of professionals in the Madison business world.
Jake has been married to his wife Sarah, and together they have two young sons. As a family, they enjoy their annual vacation spent in Door County Wisconsin. On the artistic side, Jake and his wife participate in ballroom dance performances throughout the year. He also enjoys listening to and playing all kinds of music, including sporadic rusty performances in a cover band from his college days.
Jake is also a sports fan, as both a participant and bystander, including, volleyball, and distance running. Lately, however, most of his activity is short-distance running, as in "chasing my boys around the house and yard."