Your strategic partner for a more secure financial future

Top of the line, proactive tax optimization and planning for high net worth and aspiring high net worth professionals.

You’ve worked hard to get where you are today.

A once-a-year conversation with a tax advisor isn’t enough to reach your financial goals.

You’re looking for a tax professional who:

  • Answers your questions and returns your calls with urgency

  • Considers your holistic financial health and future

  • Cares about your financial success as much as you do

  • Has a history of success with high net worth individuals

  • Collaborates with your financial advisor so we are aligned with your financial plan and goals

Let’s secure the financial future you’ve earned.

Intero is your year-round strategic partner for tax planning & optimization

Build the financial future you deserve with our proactive, holistic tax services.

Tax planning and compliance for individual, businesses, trusts, & gift tax

Business structure & entity selection

Foreign tax issues & reporting

Quarterly estimates & withholding recommendations

Audit assistance
(Federal & State)

Tax research & consulting

Bookkeeping assistance

Wealth transfer consulting

Charitable giving planning

Retirement planning

Stock option planning, analysis, & optimization

  • “Jason is knowledgeable, thorough, prompt, and patient. I couldn't ask for a better tax advisor.”

  • "Jason has been terrific! I used to dread April 15 and the work involved. Now, it only takes a few hours and no drama!"

  • "Jason is the best. He responds to our questions quickly and great customer service.”

  • “Jason was fantastic in working with us especially since our situation was more complicated than most. I don’t know what I would do without his expert assistance.”

About Intero

Intero provides top of the line, proactive tax services geared towards the complexities and service quality that high net worth and the aspring high net worth want, deserve, and have worked hard for, all while comfortably operating with a 100% electronic experience.

We are not here to just prepare tax returns. We are here to be your year-round strategic ally and point of contact, working collaboratively with your financial advisor, so that we can show where our value truly lies, our proactive approach to planning and tax optimization strategies that are in line with your financial plan.

We seek to provide a holistic approach to tax planning and tax optimization by working with your financial advisor to incorporate your overall financial picture, goals, and financial plan.

About the Founder

Jason started his career working 6 years for a public accounting firm in St. Paul, MN, where he was exposed to tax returns of all types. Following his stint in public accounting, Jason transitioned to the wealth management space.

Prior to founding Intero Tax & Financial Services, Jason was tasked with leading and developing the tax department for one of the largest independent wealth management firms in the United States. He succeeded in growing the client base and recurring revenue of that tax department by 7x in his five years there.

In his time in wealth management, Jason worked with clients all over the country including expats, C-suite executives of fortune 500 companies, professional athletes, entertainers, and business owners, among others.

Licensed as both a CPA and a CFP®, Jason leverages his accounting and financial planning skills along with his deep knowledge of tax regulations to optimize his clients’ tax planning and savings. Jason is adept at serving individual and entity clients with complex tax situations.

His areas of specialization include executive equity compensation, rental real estate, partnerships and S Corps, self-employment retirement planning, and foreign income.

Ready to optimize your tax planning?

Explore how our holistic approach helps you secure the financial future you want, deserve, and have earned.