AST - Key Persons
Jeff founded and managed IT Financial, Inc. an outsourced accounting services firm to early-stage technology and life science companies until he sold the business to a regional CPA firm. He is also the founder and Managing Partner of Charlestown Capital Partners, a transaction advisory firm that provides services to private equity firms and their portfolio companies across a diverse array of industries.
Jeff has served on the boards of private companies and the advisory board of the Bloomsburg University College of Business, as well as several charitable organizations. He holds an MBA from the Villanova School of Business and a BS in Business Administration from Bloomsburg University.
Shane is one of the most experienced state sales and use tax ("SUT") consultants in Pennsylvania having worked at Big 4 accounting firms and performed services to lower middle market - Fortune 500 companies in the Greater Harrisburg, Philadelphia, and Pittsburgh Areas.
He has over a decade of experience with SUT advisory, business development, compliance, consulting, and controversy services. Shane started and directed a SUT practice for a top 50 accounting firm with over 500 employees across 6 states. He has deep industry expertise within the construction, energy, healthcare, manufacturing, pharmaceutical, private equity and technology sectors.
Shane is a six-time published author regarding SUT and he frequently teaches tax related training courses both internally for the firm and externally for clients and the public. He is a member of the Pennsylvania Institute of Certified Public Accountants - State Tax Committee and the Institute for Professionals in Taxation - SUT. Shane earned a Bachelor of Science from The Pennsylvania State University at University Park.