Employee Benefit Plans
Not for Profit Agencies
Jeremy Mosteller is a Partner in the Tax Advisory Services Department. He has over 20 years of experience in public accounting, and he supports the Firm’s management and operations as a member of the board. Jeremy earned his Bachelor of Science in Accounting from Auburn University. Jeremy focuses on client relationship development to understand clients’ needs and how the Firm can continually strive to deliver an exceptional client experience. In addition to supporting the Firm’s growth and strategy, he also provides tax advisory and consulting services for high net-worth individuals and corporations, provides tax review oversight and technical expertise, and provides comprehensive tax planning and advisory services. He also supports the Firm’s Research & Development (R&D) tax practice, provides Employee Stock Ownership (ESOP) services, and assists with wealth management planning. Jeremy’s industry focus includes health care and government contracting.
Jeremy serves as a member of the Alabama State Society of CPAs Tax Committee, AICPA Tax Section, and ESOP Association. Jeremy’s advisory and consulting services support clients to make sound decisions that position their business for growth and continued success.