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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Service Expertise

Latest Insight

If Your Spouse Passed Away This Year, Should You File a Joint Federal Tax Return Next April?

When a spouse passes away, there are significant personal and financial changes, including important tax considerations. One question surviving spouses face is how to file their federal income tax returns for the year of death. In many cases, a surviving spouse can file a joint return with the deceased spouse for that year, potentially preserving […]