With more than 10 years of experience in public accounting, tax planning, and financial management, Jonathan brings a practical, client-focused approach to his role at CWM Tax Advisors. As an Enrolled Agent (EA), he works with individuals and business owners to navigate complex tax matters, identify planning opportunities, and make informed decisions that support their financial goals.
Jonathan's professional background includes tax management and senior accounting positions with nationally ranked CPA and advisory firms, as well as owning and operating a full-service tax preparation and accounting practice. His experience spans tax planning, tax preparation, IRS resolution, and financial reporting for a diverse range of clients, from individuals and local business owners to multimillion-dollar franchise operations. He works directly with clients to evaluate their options, address tax challenges, and implement strategies that support both immediate needs and long-term financial objectives. He believes clients deserve clear, direct answers, thorough preparation, and an advisor who is accountable, responsive, and committed to their best interests.
A lifelong Treasure Coast resident, Jonathan grew up in Palm City and graduated from Jensen Beach High School. He earned a master's degree in accounting from Florida Atlantic University, along with bachelor's and associate's degrees in accounting from Indian River State College. He remains actively connected to the community through charitable initiatives and volunteer work, sharing his financial expertise with nonprofit organizations and community events.
Outside the office, Jonathan enjoys weightlifting, running, hiking, fishing, and boating. He also has a personal interest in financial markets, including stocks, cryptocurrency, and real estate.