Jake Meier, CPA
Director of Tax Planning
Jake Meier is a Certified Public Accountant and income tax planner, with over a decade of experience in this field. After completing an M.S. in Accounting from the University of Florida, Jake has gone on to become a highly respected authority in the areas of tax planning and compliance, accounting, financial analysis, and federal and state audit defense.
Throughout his career, Jake has successfully helped business owners and high net worth individuals navigate complex tax issues. He has helped them to mitigate risk while optimizing their tax savings and ensuring accurate filing of returns. Jake takes a client-centric approach that puts their objectives first – further stressing the importance of efficiency and accuracy in his work.
Jake is well-versed at finding opportunities for clients to reduce their taxes while remaining compliant with federal guidelines. He and his team can also assist in annual tax filings, responding to government notices, providing personal accounting services as well as other accounting functions.
As a successful CPA and the Director of Tax Planning, Jake Meier is determined to continue providing insight into tax planning for businesses and individuals alike. He strives to help them achieve their goals by implementing effective strategies that generate greater savings with minimal risk!