Jason Conn, CTRP, CTEC
Director of Tax
Jason Conn has been helping clients maximize their tax savings since 2003. After earning his degree in accounting from California State University, Long Beach, Jason became deeply involved in the professional community, participating in Beta Alpha Psi and serving as Vice President of the Accounting Society. These experiences shaped his commitment to fostering growth and development, which remain central to his approach to client service.
Jason takes a personalized and hands-on approach to tax planning, entity structuring, business consulting, and tax preparation. His goal is to make complex financial processes manageable and stress-free, enabling his clients to focus on their personal and professional goals. With a deep understanding of tax strategies, Jason works diligently to minimize tax liabilities while maximizing savings, helping clients achieve financial peace of mind.
Jason resides in Huntington Beach with his wife, Cory, and their two daughters, Karlee and Johanna. Outside the office, he cherishes time with his family, often enjoying the beach, exploring new travel destinations, and discovering local restaurants. Jason’s dedication to both his profession and his loved ones reflects his well-rounded approach to life and work.