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Jerry Riegel (CPA) has 30+ years experience guiding business owners in franchise, manufacturing and construction industries through an in-depth understanding of their day-to-day operations, tax, structure and long-term planning needs. He provides ongoing communication to help his clients navigate potential tax compliance pitfalls or deal with complex business structuring changes. “I go beyond simply tax planning to minimize tax liability,” says Jerry. “I start by discussing what the final outcomes are that my clients want to achieve and then instruct them on the steps they will need to take.”
Jerry also has extensive expertise in advising family owned business clients. “Many times, we work with business, family, real estate, insurance and dual ownership issues all at once. To keep things moving forward efficiently during transitional or growth stages in a business, we have to keep family issues from becoming adversarial. I advise each party with objective solutions that are in the best interest of the family, and business, and also minimize the tax liability.
Jerry integrates many services together for small to medium sized businesses, including: income tax preparation, planning, projections, business tax return preparations, financial statements, payroll, and many other key services.
Outside of the Office
In his spare time, Jerry is an avid motorcycle rider. As part of STAR Touring and Riding, he takes a cross country tour in a different part of the US every summer.