Jason M. Beiswenger, CPA
Partner
Jason Beiswenger is the firm’s Private Client Group practice leader in the Northeast. He has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.
As a highly skilled tax advisor, Jason specializes in working with executives, high-net-worth individuals, and wealthy families providing individual and trust income tax compliance and consulting services. He has experience providing advice on equity-based compensation, charitable giving, and retirement planning strategies. Jason also has expertise in providing planning and compliance services to closely held businesses.
Certifications
- Certified Public Accountant
Professional memberships and activities
- American Institute of Certified Public Accountants (AICPA) - Member
- New Hampshire Society of Certified Public Accountants – Board Member
- Queen City Rotary Club – Member and past Board Member
Areas of Focus
- Individual and trust income tax planning and compliance
- Planning for owners of closely held businesses
- Real estate lessors and managers
- Professional services
Education
University of New Hampshire- Bachelor of science degree in business administration with a concentration in accounting and management
Recent Insights
Articles
OBBB tax changes retirees shouldn’t overlook
Jul 25, 2025
How the new OBBB SALT and charitable deductions may change your tax strategy
Jul 18, 2025
Videos And Webcasts
Reduce your personal tax liability with year-end planning tips
Dec 05, 2024
Optimize your savings with tax planning initiatives for 2024
Feb 08, 2024
In The News
External News
Forbes | Apr 17, 2025
Forbes | Apr 15, 2024
