Jon Pellish, CPA

Visionary • Partner

Jon is a Partner specializing in tax and consulting services for closely held corporations, family limited partnerships, private equity firms, and high-net-worth individuals. He advises clients across a range of industries, including distribution, investment, real estate, manufacturing, and construction, with experience in tax compliance and consulting for large private equity firms and privately owned businesses; tax planning for high-net-worth individuals; business structuring and mergers and acquisitions; succession planning and repurchase agreements; international (cross-border) tax planning and compliance; and New York State non-residency planning and audit defense.

Jon joined the firm in 2006, was admitted to the partnership in 2009, and has been a member of the firm’s Senior Leadership Team since 2018. In addition, he has served as a Director, Finance Chair, and Investment Committee Member of the Patrick P. Lee Foundation since 2022.

Prior to joining the firm, he spent seven years as a tax auditor with the State of New York. He also worked in the Buffalo office of a Big Four accounting firm and served as controller of a private equity-owned medical device manufacturer and distributor. This experience provides him with valuable insight into both the technical and operational aspects of businesses.