Jeremey McDonald
Director of Finance at Adfinitas Health- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Sarah J. Reter, CPA
Jeremy is thorough and conscientious of his work and clients. He puts others before himself and is a reliable, hard working, a little OCD, and an all around great guy!
Fred Hejazi
In more than one occasion Jeremey has proven to be a great accountant. The first time I used him, he saved me over $11K by amending returns from my past taxes and identifying errors that 3 other seasoned accountants had overlooked. He was also crucial in helping me get my taxes in line for a recent refinance with only one days notice. There are few times when you come across someone as professional. So far he has proven to be a great find. I would highly recommend him.
Sarah J. Reter, CPA
Jeremy is thorough and conscientious of his work and clients. He puts others before himself and is a reliable, hard working, a little OCD, and an all around great guy!
Fred Hejazi
In more than one occasion Jeremey has proven to be a great accountant. The first time I used him, he saved me over $11K by amending returns from my past taxes and identifying errors that 3 other seasoned accountants had overlooked. He was also crucial in helping me get my taxes in line for a recent refinance with only one days notice. There are few times when you come across someone as professional. So far he has proven to be a great find. I would highly recommend him.
Sarah J. Reter, CPA
Jeremy is thorough and conscientious of his work and clients. He puts others before himself and is a reliable, hard working, a little OCD, and an all around great guy!
Fred Hejazi
In more than one occasion Jeremey has proven to be a great accountant. The first time I used him, he saved me over $11K by amending returns from my past taxes and identifying errors that 3 other seasoned accountants had overlooked. He was also crucial in helping me get my taxes in line for a recent refinance with only one days notice. There are few times when you come across someone as professional. So far he has proven to be a great find. I would highly recommend him.
Sarah J. Reter, CPA
Jeremy is thorough and conscientious of his work and clients. He puts others before himself and is a reliable, hard working, a little OCD, and an all around great guy!
Fred Hejazi
In more than one occasion Jeremey has proven to be a great accountant. The first time I used him, he saved me over $11K by amending returns from my past taxes and identifying errors that 3 other seasoned accountants had overlooked. He was also crucial in helping me get my taxes in line for a recent refinance with only one days notice. There are few times when you come across someone as professional. So far he has proven to be a great find. I would highly recommend him.
Credentials
-
Certified Public Accountant
8450
Experience
-
Adfinitas Health
-
United States
-
Medical Practices
-
1 - 100 Employee
-
Director of Finance
-
Dec 2021 - Present
-
-
-
My Mortgage, Inc.
-
United States
-
Financial Services
-
1 - 100 Employee
-
Vice President Finance
-
May 2021 - Jan 2022
-
-
-
Bold Ocean LLC
-
United States
-
Maritime Transportation
-
1 - 100 Employee
-
VP of Finance
-
May 2016 - May 2021
Manage accounting operations for a growing international shipping and logistics company, which includes treasury management, financial reporting, tax compliance and planning for multiple related entities. Manage accounting operations for a growing international shipping and logistics company, which includes treasury management, financial reporting, tax compliance and planning for multiple related entities.
-
-
-
JAM Tax Advisory & Business Consulting
-
United States
-
Business Consulting and Services
-
Owner, CPA
-
Jul 2010 - Dec 2018
Manage day to day operations for this tax and accounting firm focused on helping small businesses and its owners improve their business accounting function while minimizing taxes. Manage day to day operations for this tax and accounting firm focused on helping small businesses and its owners improve their business accounting function while minimizing taxes.
-
-
-
SRM & Company, LLC
-
Accounting
-
1 - 100 Employee
-
Tax Manager
-
Jun 2005 - Jul 2010
Managed tax and accounting operations for this regional CPA firm, which consisted of working with over 250 clients, both business and individual. Managed tax and accounting operations for this regional CPA firm, which consisted of working with over 250 clients, both business and individual.
-
-
Education
-
2014 - 2016
American University
Master of Science (MS), Taxation -
1999 - 2001
Towson University
Bachelor of Science, Accounting
Community
