Jon is a principal with Baker Tilly’s commercial services practice. He has more than 10 years of tax consulting experience serving clients in the dental industry. Jon specializes in working with dental practices, practice owners and small businesses in providing accounting, tax compliance, transition planning, business consulting and financial analysis.
- Works closely with business owners to improve financial result and maximize value
- Consults with business owners regarding strategic decision-making
- Prepares, plans and reviews income tax returns for corporations, partnerships, limited liability companies and individuals
- Analyzes and develops financial benchmarks
- Consults with startup entities related to entity formation, organization and business plan development
- Consults on buy side and sell side business transactions
- Reviews financial statements to develop strategies to improve profits and cash flow
- Assists taxpayers during federal and state tax audits
- Assists clients in improving internal control environments and implementing best practices
- Prepares cash flow analyses, forecasts and projections for clients
- Assists businesses with implementation of outsourced accounting solutions and process automation
- American Institute of Certified Public Accountants
- Academy of Dental CPAs (ADCPA), exclusive Wisconsin founding member