With over 20 years of tax experience, Jon excels at serving clients of all sizes across a variety of industries including software, technology, consumer product, manufacturing, energy and real estate. His primary areas of focus include federal and state tax consulting and compliance, income tax provision, and tax planning. He also has extensive experience with IRS representation and the appeals process.
Jon really enjoys, and excels at, building long-term relationships and bringing valued tax consulting ideas to his clients. He also strives to be an all-around trusted business partner with his clients (whether tax-oriented or not). Jon is passionate about delivering excellent client service and exceeding his clients’ expectations.
Prior to joining Holtzman Partners in 2017, Jon served as managing partner of Montgomery Coscia Greilich’s Austin office and was a partner at Grant Thornton, where he led eight offices that encompassed that firm’s Central Region Tax Consulting Group, and was an integral part of Grant Thornton’s national research and development tax credit and fixed asset consulting core leadership team. Prior to joining Grant Thornton, Jon served as a director with PwC for eight years, leading that firm’s Federal Income Tax Consulting groups in the Houston, New York and St. Louis areas. He began his career with Arthur Andersen in St. Louis.
Before becoming a CPA in 1995, Jon earned a B.S. in accounting and an M.A. in accounting from the University of Missouri-Columbia. He is a CPA in the states of Missouri and Texas and is a member of the AICPA.
When not working, Jon and his wife can usually be found at a local swimming pool or basketball court cheering on one of their four children. Whenever there’s actual free time, Jon and his wife really enjoy hiking in the Lakeway area.
When you retire…
I hope my kids live close to each other so we don’t have to travel all over to visit them.
You are happiest when…
my wife and I are watching our kids excel in their chosen activity.
Where did you grow up and why aren’t you there now?
I spent many years in St. Louis, MO, but am not there now because I cannot take the cold/ice/snow.
Where is your favorite place to travel to or visit?
Sedona, AZ. I love the weather, the hiking…and the pace.