Jake M. Bodenheimer
Tax Principal
- CPA
Jake is a highly technical tax expert well-versed in the tax code and dedicated to staying informed about all aspects of changing legislation. This enables him to provide clients with the most timely and effective tax savings strategies. As a trusted advisor, he applies his extensive knowledge of the tax code to each client's overall strategy. As tax laws evolve, Jake continually assesses new opportunities and implements innovative savings strategies wherever possible to minimize his clients' tax burdens. He works with individuals and closely held businesses across a variety of industries, including service, construction, and manufacturing, as well as clients with international tax considerations.
Jake's approach is rooted in responsiveness, clarity, and proactive guidance. His clients know they can count on him for timely communication, technical accuracy, and a steadfast commitment to keeping them informed of legislative changes. Jake's in-depth knowledge of the complex tax code provides added value far beyond tax planning, compliance, and preparation. Staying current with new tax credits and deductions allows him to make a significant difference to his clients' bottom lines.
If his clients were describing him, they would likely say he is a trusted advisor who brings both technical depth and practical insight. They would highlight his responsiveness and the confidence they feel knowing he is always looking out for their best interests. The most rewarding aspect of Jake's work is building and nurturing long-term relationships with clients over the years.
About Jake
- Auburn University, BSBA
- Georgia State University, MBA
