Jay White

Background

About Jay White

The evolution of my nearly 30 year career (education, experiences, training, skill sets, mentoring) has been a wonderful period of constant growth. I found that my educational training in accounting provided a solid foundation to serve my clients’ needs. Though I began as their accountant I gradually moved away from that role to focus on financial advisory services only. Over those years I gained real world experiences. I have witnessed successes and failures of clients and non-clients alike. And now I have come full circle. I have returned to my accounting roots; with a twist. Providing the control and organization that a good accounting system offers combined with proactive advisory services allows me to bring a value to the table unique from any other accountant or advisor my client may happen to work with. For businesses and their owners, goals and objectives are nice to talk about. They quantify things into units that can be measured. But they don't motivate like passion does. What is the passion? When I know this about my client then I can answer with greater certainty the question."How do I achieve my dreams?" Specialties: Small Business Accounting Business Tax Filings Business Transition & Succession Individual Federal & State Income Tax Estate Conservation Trust Planning Charitable Giving Retirement Tax Strategies Wealth Transfer. To Name Only a Few.