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Jacob Pensler

CPA, MBA

Principal

Professional Overview

Jacob has over 20 years of experience in public accounting, 11 of which were at Big Four firms.  His knowledge spans tax and advisory services in the areas of accounting for income tax, federal tax (C Corporations, S Corporations and Partnerships), international tax, state and local tax, method changes and mergers and acquisitions.

Jacob has led corporate trainings for his customers’ tax and finance departments in the areas of ASC 740 and consolidated tax returns.  In addition to those trainings, Jacob has taught national training courses including ASC 740, consolidated tax returns, and various other topics. 

Education, Credentials and Special Training

  • Certified Public Accountant
  • M.B.A., Indiana University
  • B.A., Pennsylvania State University

Professional Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants

Civic and Community Activities

  • Leadership Charlotte, Member of Class 41
  • Former Board Member and Treasurer, Smart Start of Mecklenburg County

Services

Tax Preparation and Consultant Services

Industries

Financial Services

Manufacturing & Distribution

Portfolio Company Services