Jay Jerose - Manager

Background & Expertise

                  

Jay Jerose is a manager in the Syracuse office, which merged with Testone Marshall & Discenza in 2015.  Jay provides tax, attest and consulting services to for-profit businesses, including manufacturers, contractors, distributors, wholesalers, professional service firms, and technology firms.

His valuation specialties include work for closely held businesses for merger and acquisition purposes, buy-sell agreements, estate and gift tax purposes, 409A requirements, small business administration
financing requirements and other business matters.

Jay is a graduate of the University at Buffalo. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the National Association of Certified Valuators and Analysts.  He also is the treasurer for the Central New York Chapter of the Society for Human Resource Management.