Jonathan (Yoni) Saad is a Certified Public Accountant with over a decade of experience in accounting, finance, and tax roles. Jonathan has worked at all levels in accounting, from staff accountant to Chief Financial Officer. He brings years of experience in large public and privately held businesses, as well as not-for-profits. Jonathan excels at delivering and explaining financial data and models to key decision makers to assist in growing their business.

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As a tax preparer and adviser, Jonathan works to understand his clients' entire financial picture to best advise them on tax planning and tax saving strategies for all phases and stages of life. Jonathan's extensive list of clients typically come from referrals and the relationships he has formed throughout his professional career.

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