Jon K. Pellish

Partner, CPA

Jon is a Partner specializing in providing tax and consulting services for major closely held corporations, family limited partnerships, private equity firms and high net worth individuals. His clients include businesses in the investment, real estate, manufacturing and construction industries.

He was tax auditor with the state of New York for seven years, associated with the Buffalo office of a Big Four accounting firm, and was the controller of a medical device manufacturer and distributor, owned by private equity firms.

His selected experiences include:

  • Tax compliance and consulting for private equity firms and privately owned businesses
  • Tax compliance and consulting for high net worth individuals
  • Consulting on business structuring and mergers and acquisitions
  • Consulting on succession planning and repurchase agreements
  • International (Cross-Border) tax planning and compliance
  • New York State Non residency Planning and Audit Defense

Jon's professional and community affiliations include:

  • Society of Financial Services Professionals, Former President
  • Center for Exploratory & Perceptual Arts, Director and Treasurer
  • Heritage Centers Foundation, Director

Jon holds a BS in Accounting from State University of New York at Oswego and received and MS in Finance from Rochester Institute of Technology.