Meet the Team

We are a growing team of professionals exclusively
committed to solving tax well.

Areas of Expertise

  • Corporate Tax
  • Estate planning
  • Personal tax planning
  • Evan JerseCPA
    Senior Tax Associate Moodys Private Client Accounting

    “Pleasure in the job puts perfection in the work.” - Aristotle

    Evan’s professional background spans over half a decade, with a distinguished track record at a public accounting firm where he delivered comprehensive accounting solutions and guidance for owner-managed businesses. His scope of expertise includes corporate returns, partnerships, trusts, and personal tax matters.

    Evan is dedicated to providing strategic, forward-thinking planning and creating enduring client relationships. His overarching philosophy centers on a holistic approach, where he considers his clients’ complete financial profiles rather than focusing on the task at hand. Evan ensures that full-cycle planning takes precedence over transactional tax procedures.

    When Evan is not working diligently with clients, he enjoys spending quality time with his family. He is also fond of reading science fiction and classic novels, listening to vinyl and watching independent films.