Overview
Jeremy has over 15 years of experience providing accounting, auditing, tax, and management consulting services for a variety of clients and industry groups, including dealerships, construction and real estate service, government, and various closely-held business clients.
He serves as the in-charge accountant on multiple engagements and, as such, is responsible for the daily operations of the engagement, as well as developing effective work plans to accomplish stated objectives and meet and exceed client expectations.
External Audit
- Providing advice, information, and research to clients to assist in their management responsibilities
- Developing and implementing engagement work plans in order to successfully complete audits and reviews
- Reviewing and testing clients’ internal controls and overall compliance with Generally Accepted Auditing Standards (GAAS)
- Performing audit procedures to gain sufficient knowledge to support the audit opinion issued
- Preparing clients’ financial statements
- Serving as a team member for large and complex audits, including the Single Audit of government programs
Tax Services
- Performing accounting services for closely-held businesses in preparation for annual tax filings
- Preparing federal and state tax filings for closely held corporations, partnerships, and individuals
News & Events
News
Articles
Honors & Recognitions
Honors & Recognitions
PICPA Young Leader Award, 2018
Community & Professional Affiliations
Cleve J. Fredricksen Library, Board Member and Assistant Treasurer
Leadership Harrisburg Area Community Leadership Series, Class of 2013
American Institute of Certified Public Accountants (AICPA), Member
Pennsylvania Institute of Certified Public Accountants (PICPA), Member
Industries
Education
Indiana University of Pennsylvania, Bachelor of Science in Accounting
Credentials & Designations
Certified Public Accountant (CPA), Pennsylvania