Position: CPA, CFP, Partner
Jason joined Gift CPAs in 2004. He works closely with clients on complex financial issues, such as retirement planning and establishing trusts and estates. He also focuses on the unique small business needs faced by medical professionals. He is a relationship builder, noting that “Anyone can do a tax return. We excel because we establish relationships with clients and focus on serving them well.”
Jason hones his professional expertise through membership in the Professional Institute of Certified Public Accountants (PICPA) and the Financial Planning Association. One of the ways he gives back to the community is by serving on the board of the Boys & Girls Club of Harrisburg. Jason is also a proud graduate of the Leadership Harrisburg Area Class of 2017.
If he could choose a superpower, Jason would love to be able to fly to every Miami Hurricanes football game. Instead, he sticks a little closer to home, enjoying time with his family and hunting whatever’s in season.