Jon Patterson, CPA, CVA
Tax & Small Business
Taking the time to develop your own skills and knowledge today will enable you to make informed and well-thought-out decisions in the future.”
Jon serves the needs of for profit and nonprofit entities through the preparation of tax returns and financial statements. He also has experience in performing multiple domestic functions for forprofit companies. Jon serves on the firm’s engagements relating to law firm IOLTA pre-certifications, and has experience with legal accounting software including Tabs3 and Elite. Due to Jon’s varied qualifications, he provides business litigation support and serves as an expert witness.
As a member of the firm’s QuickBooks ProAdvisor team, Jon co-leads the firms bookkeeping service line.
Within the firm, Jon assists with the firm’s recruiting efforts by attending events at the University of Delaware and dedicating time to our internal new hire interview and orientation process. Jon has also written articles for various local trade publications, most recently on the topic of business valuations in Delaware Banker.
Areas of Specialization
Business Consulting Business Valuations Litigation & Valuation Services Expert Witness Testimony Division of Marital Property Calculations Business Tax Multi-State and Local Tax (SALT) Individual Tax Law Firms Family Owned Businesses
Professional Memberships & Recognition
- American Institute of Certified Public Accountants
- Delaware Society of Certified Public Accountants
- National Association of Certified Valuators and Analysts
Boards & Committees
- Served on the board of a local affiliate of a national nonprofit organization as the treasurer and controller. Jon assisted the organization in their grant administration and fundraising efforts.
- University of Delaware – Bachelor of Science Degree in Accounting
- Certified Valuation Analyst (CVA)
- QuickBooks Certified ProAdvisor
- QuickBooks Point of Sale Certified ProAdvisor
- QuickBooks Enterprise Solutions Certified ProAdvisor