Who we are

Intero provides top of the line, proactive tax services geared towards the complexities and service quality that high net worth and the aspiring high net worth want, deserve, and have earned.

About Intero

Intero provides top of the line, proactive tax services geared towards the complexities and service quality that high net worth and the aspiring 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 has 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.

Our specialties

  • High net worth and Ultra high net worth individuals

  • Corporate executives and equity compensation

  • Self-employed individuals and small businesses owners

  • Real estate investors

  • Private equity and multi-state tax issues

  • Foreign income and investment reporting

  • Professional athletes and entertainers

Ready to optimize your tax planning?

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