Expertise:

• Real Estate
• Partnerships
• High-net worth Individuals

About Me:

Jonathan ‘Jony’ Falls has nearly a decade of experience in the public accounting industry, specializing in tax. After graduating from San Diego State University with a Bachelor of Science in Business Administration, he started his career at a local San Diego CPA firm that specialized in rental real estate and high net worth individuals. There he managed client relations with real estate professionals and helped them with their compliance and consulting needs. Jonathan has experience in complex transactions including property exchanges, cost segregation studies, and multi-state tax jurisdiction considerations.

After joining JGD & Associates, his areas of practice shifted towards personal service corporations in the medical and legal fields, along with manufacturing, distribution, and related industries. Jonathan continues to apply his knowledge of rental real estate to current clients, in addition to helping corporations and their shareholders increase value in their endeavors. He has extensive experience with partnerships, corporations, trusts and high net worth individuals. Jonathan also assists clients with their general accounting needs, including financial accounting reviews and in the preparation of their financial statements. He has experience preparing tax provisions and assisting the audit department of JGD & Associates in preparing financial disclosures and footnotes that accompany audited financial statements. Jonathan believes the clients’ success is also the firm’s success; and works diligently to ensure the client has the support they need to accomplish their goals.

Memberships:

• American Institute of Certified Public Accountants (AICPA)
• California Society of Certified Public Accountants (CalCPA)