Jeffrey A.


Principal | CPA



Read David Stone's latest blog post on professional skepticism and why it matters to audit stakeholders.

Prior to joining BerryDunn, Jeff was the chief financial officer of a private equity fund. While there, he led the tax due diligence team, managed financial reporting and planning with respect to limited partner relationships, acted as interim CFO for various portfolio companies involving operating and capital budgets, strategic planning, financial reporting, tax compliance, and feasibility studies and worked with portfolio company management teams to achieve long-term and short-term business objectives.

A Principal in BerryDunn’s Tax Consulting and Compliance Group, Jeff has significant experience in financial products taxation, mergers and acquisitions, multi-state taxation, stock compensation, and bank tax matters. He has consulted with clients on a variety of matters including tax allowance for loan losses when approaching $500 million, bad debt conformity elections, tax accounting for non accrual interest, municipal lending pricing strategies, private foundation planning, information reporting requirements, deferred compensation, director compensation, corporate restructuring and capital infusion, business combinations, like kind exchanges, capital formation, LIFO planning, cost segregation studies, tax credit planning and a variety of other tax matters.

Experience Highlights:

Jeff helps clients with a variety of issues including:

  • Tax compliance
  • Tax planning
  • ASC 740 (tax accrual & related)
  • Financial products taxation
  • Transaction planning
  • Multi-state taxation
  • Mergers, acquisitions and divestitures
  • Consolidated corporate tax returns
  • Stock compensation
  • Bank tax matters


Tax Return Fraud: What to Do if it Happens to You


Lorman Education Services Distinguished Faculty

Memberships and Committees:

  • American Institute of Certified Public Accountants
  • Maine Society of Certified Public Accountants




  • CPA