COUNTINGWORKS - Key Persons

Job Titles:

• Member of the American Institute of CPAs

Jeffrey has nearly two decades of experience advising privately-held clients and other CPA firms on federal and state tax matters. He is widely known in the industry as a leading state and local tax (SALT) advisor, and is frequently retained by other CPA firms on SALT issues. His Cleveland CPA firm, J Donohoe & Associates,LLC specializes in tax planning for individuals, corporations and pass-through entities. Additionally, Jeff's Masters of Taxation (M-Tax) program has provided in-depth study in all areas of federal, state and local taxation. He advises clients on a variety of tax matters, including: Individual tax planning and compliance Federal tax planning and compliance for business State and local tax incentives and expansion planning Multi-state tax research State and local due diligence in mergers and acquisitions Restructuring to minimize state and local tax liability Multi-state compliance Nexus studies and voluntary disclosures Audit preparation and defense Reverse sales tax audits Sales tax and property tax planning/research Jeffrey is a 1993 graduate of Ohio University where he graduated summa cum laude. In addition, heis also a graduate of NYU's Advanced State and Local Tax Class. During his time at Ohio University, he was one of only three students who were awarded an overseas fellowship. He spent a summer in England, Brussels, France and Russia studying international business. An expert in his field, Jeff is a member of the American Institute of CPAs and the Ohio Society of CPAs. He is currently on the OSCPA's Tax Committee and serves on The Plain Dealer's Community Tax Assistance Phone Service. Jeffrey speaks on tax topics to a variety of organizations, contributed articles to tax publications, including the OSCPA's Tax Newsletter and served on the Society's Legislative Tax Committee. He is also a board member of Goodrich Gannett Neighborhood Center. Most recently, Jeff was a contributing sponsor to the 14th Annual Ohio State & Local Tax Conference in Columbus, Ohio. Jeffrey, his wife Michelle and son Jack currently live in Copley. When not with clients or contributing the community, Jeff enjoys spending quality time with his family as well golfing, reading, and learning woodworking. Jeff is an expert in his field and explains complex tax matters in a simply and easy to understand way. Highly recommen...