Jonathan W. Kaplow

Partner - TX

Expertise: Tax Services

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Professional Experience

  • For over 25 years, Jonathan has worked with businesses and their owners in the areas of financial statement preparation, business and individual income tax preparation, and tax and business planning.
  • He has extensive experience with tax preparation for individuals, corporations, S corporations, partnerships, tax-exempt entities, and estates and trusts.
  • He has worked with QuickBooks and Enterprise Solutions accountings software for over twenty years, and he assists clients with implementation and operation of their accounting systems.
  • He has advised clients on special projects including cash flow planning, mergers and acquisitions, and choice of entity.


  • 1982-1984
    UNIVERSITY OF MICHIGAN – Ann Arbor, Michigan
    Graduate School of Business Administration
    Master of Business Administration, 1984 (with distinction)
    Concentration in Finance and Accounting
  • 1975-1979
    CORNELL UNIVERSITY – Ithaca, New York
    School of Industrial and Labor Relations
    Bachelor of Science, 1979


  • Certified Public Accountant, State of Texas
  • Member of the AICPA
  • Advanced Certified QuickBooks ProAdvisor


  • Real Estate
  • Technology including consulting, hardware and software sales, and software development
  • Manufacturing including oil & gas equipment
  • Restaurants
  • Medical Professionals


Email: [email protected]

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