Jeff Meier

Senior Manager

About

Jeff firmly believes in the value of serving others—and he lives this principle every day as a senior manager in the firm’s tax practice.

Prior to working in the Public Accounting field, he was a real estate broker and property manager for 12 years. He built on that experience to become an expert provider of consulting, tax, and accounting services to the real estate industry where he helps clients maximize real estate tax deductions and credits, minimize tax bills, structure deals, and choose business entities for increased return on investment. Jeff also has many clients in the service, venture capital, and technology sectors.

Practice Emphasis

  • Tax planning, consulting, and compliance for partnerships, LLCs, S corporations, and individuals
  • Tax analysis and consulting on real estate acquisitions, sales, and tax deferrals
  • Tax and business aspects of real estate development and operations
  • Dealing with partnerships and LLCs which own property eligible for low-income and historic rehabilitation tax credits
  • Experience with New Markets tax credits
  • Working with clients to provide the most efficient tax return preparation using current technology

Proven Results

  • Developed financial analysis models used to structure real estate transactions and for financial planning and projections.
  • Assist clients with resolving allocation, at risk, exit tax, and other common partnership problems.
  • Work with business owners to implement tax efficient entity structures for real estate transactions.

Education

  • University of San Francisco, B.S; Business Administration, Accounting
  • Golden Gate University, Masters in Tax (in progress)

Activities

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants

My Life by the Numbers

4

Daughters, all in their 20s

2

Cats

1

Loud macaw

1

Collection of football and baseball memorabilia

Recent Blog Posts