Our People
Jonathan Herdlein

Manager

Jonathan Herdlein

CPA

Jonathan works with businesses and individuals on tax planning and compliance matters that support evolving financial goals. He helps clients address changing tax obligations while identifying practical opportunities for long-term success.

Education

Binghamton University, Master of Science, Accounting

State University of New York at Fredonia, Bachelor of Science, Accounting

Community

Knights of Columbus Council 5670, Member

Rotary Club of Batavia, former Member

Professional

American Institute of Certified Public Accountants

NYCPA – The New York State Society of CPAs

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My brothers and sisters

Service Expertise

Latest Insight

Evaluating Business Entities: Assessing the Suitability of an S Corporation

The evaluation of an S Corporation for a new business venture highlights several advantages. Shareholders benefit from limited liability for corporate debts, and early losses can be deducted on personal tax returns. Additionally, the Qualified Business Income deduction offers potential tax benefits.