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Professional Overview

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Jeff focuses primarily in the areas of corporate, partnership and state taxation.  Working with flow-through entities with an emphasis on hedge funds, offshore funds, mezzanine funds, private equity funds and venture capital groups. With more than seven years of experience in public accounting, he assists clients with corporate and partnership tax return reporting, as well as state and local tax preparation and review. He has significant experience in hedge fund taxation including K-1 preparation and distribution, complex tax allocations and foreign compliance issues. Jeff also has extensive experience working with manufacturing and distribution companies along with closely-held businesses in multiple industries.

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Education, Credentials, and Special Training

• Certified Public Accountant
• B.S., Business Administration, Accounting/Finance, cum laude, University of Tennessee at Chattanooga

Professional Affiliations

• ‍American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• Chattanooga Tax Practitioners

Civic and Community Activities

• Board Member, Chattanooga Chapter of Tennessee Society of Certified Public Accountants