Jonathan Chouea

Jonathan Chou is a Senior Tax Associate specializing in Tax Compliance and Advisory services for high-net-worth individuals, trusts, partnerships, and closely held businesses. He earned his Master of Business Administration with a concentration in Accounting and brings extensive experience preparing and reviewing complex tax returns, including Forms 1040, 1041, and 1065. Jonathan’s practice focuses on delivering precise, technically sound tax solutions while helping clients navigate complex tax matters and long-term planning considerations.

Jonathan is currently pursuing his CPA license and continues to deepen his expertise in advanced tax strategy and advisory services. Outside of his professional work, he enjoys strength training, woodworking, tackling hands-on home improvement projects, and spending quality time with his family.

EXPERTISE: Ultra-High-Net-Worth Tax Planning, Equity Compensation, Estate Planning

• Favorite thing about my job: Turning client panic into client relief. Few things are more satisfying than someone coming in stressed about taxes and leaving realizing it’s not nearly as bad as they thought.
• What is your go-to karaoke song? Uptown Girl by Billy Joel
• Desert Island Book: “Can’t Hurt Me” by David Goggins. Perfect mindset when you’re stuck on an island with no Wi-Fi and no excuses!
• Favorite movie quote: “Get to the chopper!” – Arnold Schwarzenegger in Predator
• Favorite way to celebrate your birthday: My favorite way to celebrate my birthday is going to Applebee’s and pretending I don’t want any attention right before the staff appears out of nowhere, surrounds me, and sings the loudest, most aggressive version of “Happy Birthday” ever performed. There’s nothing quite like making intense eye contact with strangers while holding a complimentary dessert and questioning every life decision that led to that moment!