MEET JONATHAN

MEET JONATHAN

With over 15 years of public accounting experience, Jonathan provides tax services to corporations, partnerships, trusts, and individuals. He specializes in operational pass throughs, S-corps and partnerships and their individual owners. By providing a comprehensive approach to his client base, he is able to evaluating both the clients’ business needs and individual tax implications. Jonathan strives to make the complexities of the tax code understandable for his clients and discover opportunities to minimize their tax liabilities.

 

Education

Bachelor of Science in Accounting, University of Delaware

Master of Science in Taxation, Northeastern University

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MassCPAs)

BACKGROUND

BACKGROUND

Jonathan joined Edelstein & Company in 2018. As a principal in the firm’s tax department, Jonathan provides tax compliance, planning, reporting and consulting services.  Jonathan works closely with his clients to offer expertise in highly technical areas of taxation.

Prior to Edelstein, Jonathan worked at a midsize accounting firm in Boston in both the audit and tax departments.  He focused on privately held businesses in a variety of industries including real estate, professional firms, retail, construction, and manufacturing.

HOW JONATHAN CAN HELP

HOW JONATHAN CAN HELP

  • Manage tax compliance
  • Advice clients on proper accounting and tax treatment for various transactions
  • Develop strategies to minimize tax liability
  • Provide tax planning and projections
  • Specializes in operational pass throughs, S-corps and partnerships and their individual owners
  • Ensure compliance with foreign bank account reporting
  • Expertise in multi-state filings
  • Evaluating state nexus filing requirements
OUTSIDE THE OFFICE

OUTSIDE THE OFFICE

Jonathan enjoys spending time with his family and friends, traveling, and playing golf.