Jon is a Director located in Houston, Texas. He specializes in the calculation, documentation and defense of specialty tax credits for Tri-Merit’s clients around the country.
Jon assists clients with every step of the engagement life-cycle including the initial identification of potential opportunities, discussing activities with client subject matter experts and reviewing documentation to ensure eligibility, determining methods to quantify eligible expenses, and the preparation of reports to substantiate credits claimed, along with post-filing audit defense as needed.
Prior to focusing on specialty tax credits, Jon specialized in state income/franchise tax, helping clients in a variety of industries with identifying and implementing tax savings opportunities and assisting with audit defense and appeals. Jon is a licensed attorney and Enrolled Agent.
Industry Specializations: software development, manufacturing, MEP systems design, medical devices and services, logistics
Fun Fact: In his spare time, Jon enjoys spending time with family and reading. His favorite authors include Michael Crichton, James Ellroy and Harlan Coben.