The VETERAN Standard

Business owners and families don't just need someone to record their history; they need someone to command their future.

Too often, the accounting industry is focused on the past. "Compliance" is treated as a box to be checked. We founded VETERAN to break that mold. We believe you deserve a financial partner who looks forward—anticipating challenges and identifying opportunities long before they appear on a tax return.

We combine the technical precision of a federal background with the personalized care of a boutique advisor. Our goal isn't just to save you money; it is to give you the clarity and confidence to build a lasting legacy.

1. Uncompromising Precision We take the stewardship of your wealth seriously. We operate with meticulous attention to detail, ensuring every strategy is compliant, accurate, and built on a foundation of integrity.

2. Proactive Intelligence We don't wait for you to ask the questions; we reach out with answers. We believe in solving problems before they happen, keeping you informed, prepared, and ready for what’s next.

3. Relationship Over Volume We are a boutique firm by design. We limit our client list to ensure we can provide deep, thoughtful attention to everyone we serve. You are not a transaction here; you are a priority.

Jacob founded VETERAN with a focused mission: to provide high-stakes business owners with the elite financial strategy they deserve—moving far beyond the limitations of routine tax compliance.

Mission-First Discipline: My foundation as a U.S. Army Veteran and a Senior Strategic Leader in the Federal Financial Sector taught me that true success is built on discipline, integrity, and composure under pressure. Throughout my career, I have managed high-stakes financial oversight and negotiations across the Department of Defense (DoD), the Department of Justice (DoJ), and the Department of Health and Human Services (HHS).

From negotiating complex Indirect Cost Proposals for Ivy League Institutions to directing regional financial operations and operational expenditures for federal law enforcement missions, I have operated under the highest levels of government scrutiny. I thrive in high-pressure environments where precision is non-negotiable. I bring that same professional rigor to your wealth, ensuring every opportunity to optimize your financial position is captured and executed with military-grade precision.

A Strategic Legal Edge: To provide my clients with a distinct competitive advantage, I am currently a Juris Doctor (JD) Candidate specializing in Tax Jurisprudence. This advanced legal study, combined with my MBA in Taxation, allows me to navigate complex tax codes and regulatory shifts with a level of sophistication that goes far beyond the numbers. I don't just file forms; I architect legal and financial missions that protect your assets.

Professional Architecture

Academic Excellence

• Juris Doctor (JD) Candidate | Tax Jurisprudence
• Master of Business Administration (MBA) | Taxation 
• Bachelor of Science (B.S.) | Accounting 

Key Credentials & Licenses

• CPA Standing | National Boards Cleared
• Enrolled Agent (EA) | Admitted to Practice
• Certified Tax Strategist (CTS) | Adv. Mitigation Architecture 
• DoD Financial Management | Senior Professional
• Federal Indirect Cost Negotiator | Strategic Oversight
• Lean Six Sigma | Black Belt (Operational Precision)

Strategic Affiliations

• AICPA | American Institute of Certified Public Accountants
• NACVA | National Association of Certified Valuators and Analysts
• ASCPA | Arizona Society of Certified Public Accountants

Community Leadership

• Founder, Happy Tails for Vets | Bridging the gap between veterans and the therapeutic power of companionship.
• Board Member | Serving multiple High-Impact Nonprofits to drive community stewardship and financial transparency.

Strategic Intelligence. Absolute Integrity.

At VETERAN, we operate at the intersection of advanced tax jurisprudence and rigorous federal compliance. We believe the most powerful tax strategy is one built to withstand the highest levels of scrutiny.

We do not engage in "Tax Scams," "Listed Transactions," or any schemes found on the IRS "Dirty Dozen" list. Our mission is the legal and ethical redirection of capital through codified sections of the Internal Revenue Code.

Our Three Pillars of Integrity

• Economic Substance Over Form: Every entity we architect whether a Holding LLC or a Strategic Trust must have a legitimate business purpose and independent economic substance. We build functional, defensive structures, not conduits without purpose.
• Codified Authority: Every strategy we implement is rooted in the Internal Revenue Code (IRC), Treasury Regulations, and the latest legislative updates, including the One Big Beautiful Bill Act (OBBBA) of 2025. We rely on statutory law and judicial precedent, not creative "loopholes."
• Meticulous Documentation: In the military, we learned that if it isn't documented, it didn't happen. We provide our clients with a "Tactical Paper Trail" from corporate minutes and Fair Market Value appraisals to actuarial certifications, ensuring every tax position is supported by substantial authority.

Transparency & Advocacy

Jacob operates under the strict ethical guidelines and due diligence requirements of Treasury Department Circular 230. We are committed to full transparency with the IRS and unwavering advocacy for our clients' rights.