Jay joined Menke and Company in September 2013, and became a shareholder in 2016. His primary responsibilities include financial statement preparation and tax planning and preparation. Jay’s niche expertise is with personal and business income tax consulting, planning and preparation, and he has broad experience with medium and small businesses, including multi-state taxation issues.
Before joining the firm, he interned and worked at both National and local accounting firms throughout Iowa including Ernst & Young, RSM McGladrey, McGowen Hurst Clark and Smith PC and CPA Associates PC. Jay earned a Bachelor’s degree in Accounting and a Master's of Accountancy (emphasis in Taxation) from the University of Iowa. He is a Certified Public Accountant, and is a member of the Iowa Society of CPAs and the American Society of CPAs.
He spends time volunteering for and acting as the treasurer of the Burlington Kiwanis Club. He is also a member of the Knights of Columbus and is an active member of St John Catholic Church of Houghton.
In his free time, Jay enjoys spending time with his family, being outdoors and cheering for the Iowa Hawkeyes!
The IRS recently released the 2021 inflation-adjusted amounts for Health Savings Accounts (HSAs).
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