About Jesse

Jesse specializes in private client services for high-net-worth individuals, as well as their businesses, trusts, estates, gifts, charitable inclinations, and tax planning.

Jesse has worked with several family offices and real estate groups. He has over 10 years of experience in the Real Estate and Restaurant industries and has done work for multiple developers and entrepreneurs. His work includes federal, state, and international tax compliance and consulting, along with bookkeeping and tax research.

Market Focus & Services:

  • High-Net-Worth Individuals
  • Pass-through entities (partnership & S-corp)
  • Trusts & Estates
  • Gift Tax
  • Year-End and Quarterly Tax Planning
  • Fixed Assets
  • Real Estate
  • Restaurants

Memberships & Associations:

American Institute of Certified Public Accountants

Ohio Society of Certified Public Accountants

Education

Cleveland State University

BA, Accounting