Jason Maxwell
Associate Director of Tax Services

jason@wrccpa.com
605-256-9165
 
   
Client Focus
Industry

- Agriculture & Ag-related
- Construction
- Estates & Trusts
- Individuals

Practice

- Business Tax
- Financial Statements
- Merger & Acquisition
- Personal Tax
- Strategic Business Planning
- Succession Planning
- Tax Planning

 

BIO
Jason has over 20 years of experience in business and individual taxes with extensive knowledge of estates, trusts, retirement plans and employee benefits administration. He joined Wohlenberg Ritzman & Co., LLC in 2014 and is known for the trust he has earned from each of his clients. His significant experience and discretion provides clients with thorough and unmatched service.

DESIGNATIONS
Certified Public Accountant (CPA)
Licensed in South Dakota

Personal Financial Specialist (PFS)

PROFESSIONAL AFFILIATIONS
Member, American Institute of Certified Public Accountants
Member, South Dakota Society of Certified Public Accountants

COMMUNITY INVOLVEMENT
Past Board Member, Madison Housing Commission

EDUCATION
Master of Public Administration
University of Nebraska/Omaha – Omaha, Nebraska

Bachelor of Science, Accounting
Southwest Minnesota State University –Marshall, Minnesota

Bachelor of Science, Business Administration
North Dakota State University – Fargo, North Dakota