Jason M. Velardi


“I strive to provide my clients with the best advice and guidance while helping them to achieve their goals. We work as a team to handle today’s issues all the while keeping a keen eye on the road ahead.”

Jason Velardi has nearly 12 years of experience in public accounting and tax. Since joining the Firm in 2011, he has specialized in providing attestation, tax compliance and consulting services to private foundations and not-for-profit organizations.

Jason is responsible for the preparation and review of various federal and state tax returns for private foundations. He also performs tax research to support complex tax compliance and common reporting standards for private foundations.

Jason is a frequent contributor to the Firm’s monthly Private Foundation Bulletins and presents continuing professional education courses to members of the Firm’s staff on private foundation industry specific guidance and tax compliance.