Jason Stauffer, CPA, is a manager with over 12 years of experience providing tax compliance, consulting and planning services. He works with clients in a variety of industries including real estate, construction, manufacturing and distribution, service and retail companies, and computer software and hardware providers.  Jason addresses the needs of his clients and their businesses in an integrated manner to ensure their tax liabilities are optimized and planning opportunities are capitalized upon. He strives to keep his clients up to date on tax law changes and takes a proactive approach to address potential tax consequences and provide planning opportunities to achieve tax savings.

In addition to his public accounting experience, Jason served as the Operations Director and Chief Compliance Officer for an investment management firm for several years.

A graduate of The Master’s University (Newhall, CA) with a Bachelor of Arts degree in Accounting, Jason is certified as a Public Accountant in the State of California. In addition, Jason successfully completed the Uniform Investment Adviser Law Examination (Series 65).


PRACTICE FOCUS

  • Tax Planning and Compliance Services
  • Business Advisory Services

CLIENT SPECIALIZATION

  • Mid-size Businesses and High Net Worth Individuals

PROFESSIONAL MEMBERSHIPS

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
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