Jason Szabo CPA, MSA
Potter & Szabo CPA PC
Over 17 years of public accounting experience in dealing with business affairs of non-publicly held companies of all sizes, including significant experience with accounting, income tax planning, preparation, and compliance services to high-net-worth individuals and small businesses including C-corporations, S-corporations, Partnerships, Estates (Forms 706 and 1041), Trusts, Limited Liability Companies, and Nonprofit corporations. Manage client relationships and engagements, provide general accounting, reporting, budgeting and planning services to clients. Other accomplishments include tax notice resolution, client representation before taxing authorities, and business consulting. Industries served include residential and commercial real estate management and development, professional services, landscape and landscape design, lending (mortgage), distribution and bio-technology.