Jeff Curtis

Senior Tax Manager

With over fifteen years of accounting experience, Senior Tax Manager Jeff Curtis specializes in tax compliance and planning, real estate transactions, and flow through entities.

Jeff works with clients in the real estate and construction industries as well as high-net-worth individuals. He has experience with assisting clients with cost segregation, performance management, and multi-state tax issues.

Jeff received a bachelor’s degree in economics and political science from the University of California, Davis and a master’s degree in taxation from Golden Gate University. He is a licensed CPA in California and a member of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA). He also serves on the CalCPA’s East Bay Chapter Board of Directors. Outside of work, Jeff enjoys cooking, playing soccer, and traveling.

Specialties

Insights from Jeffrey Curtis

Insight

Business executives speaking and smiling to one another

The Ins and Outs of Like-Kind Exchanges Tax Strategies 

Insight

1031 Exchange Rundown: What you Need to Know