CPA, Managing Principal
Jon began his career in public accounting in 2004 and served as a tax manager at a big four, international firm, and as a senior tax manager for a regional firm where he managed a substantial government contractor client base before joining LSWG in 2014.
A specialist in closely-held businesses, partnerships, corporations, and high net-worth individuals, he has served on an international tax rotation in Munich, Germany, and spent two years as a national tax instructor. Jon is a magna cum laude graduate of the Virginia Polytechnic Institute and State University, where he earned a B.S. in accounting in 2003, and an M.S. in accounting and information systems in 2004. In 2022, Jon was appointed managing principal of LSWG.
Specialized Client Services:
Business consulting, to include:
- Tax planning & preparation
- Selection of business entity
- Mergers, acquisitions, reorganizations, liquidations
- Individual Tax Planning and Preparation
Professional/Civic Memberships and Activities:
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
- Frederick Area Committee for Transportation – Treasurer
- Frederick Community College Foundation – Board of Directors
- Mt. Airy Volunteer Fire Company
“My clients view me as their trusted business advisor. My goal is to help them succeed and excel at what they do; communicating with them on a regular basis and advising them on business strategies to minimize their tax obligation while ensuring they are compliant with applicable tax laws and regulations.”