Jonathan McGuire, CPA

Jonathan McGuire, CPA

  • Aldrich Group
  • Partner
Aldrich Group

Aldrich Group

5665 S.W. Meadows Road
Suite 200
Lake Oswego, OR, 97035
United States

Aldrich Group

5665 S.W. Meadows Road,
Lake Oswego, OR 97035,
United States

Professional experience

Jonathan McGuire, CPA, has over eight years of experience providing strategic tax planning and compliance expertise to private middle-market clients. He has a deep focus as a real estate accountant, working with investors, developers, realtors, property managers, and other professional service providers in real estate. He works with a wide range of property types ranging from single and multi-family residential to commercial properties. Jonathan specializes in repair regulations and the effects they have on those who own real estate. He also helps clients defer capital gains taxes using qualified opportunity zones and qualified opportunity funds. Prior to joining Aldrich, he spent time in public accounting in Seattle, Washington.

Educational background

Jonathan graduated with a master’s in taxation from the University of Denver. He has a bachelor’s degree in accounting and business management from Corban University in Salem, Oregon. Jonathan is also an adjunct professor Corban University’s business school.

Expertise

Tax

Specialty Niches - Real Estate: Opportunity Zones

Credentials

Master of Taxation Certified Public Accountant

Speeches/Articles/Awards

Jonathan was recently featured in Forbes.
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