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Jon Neal, CPA, MST, PFS - The Neal Group LLC was founded in 1984 by Jon Neal. Jon has over 35 years of experience in public accounting. In 1977, Jon graduated from the University of Wisconsin-Milwaukee (UWM) with a BBA in Accounting and Management Information Systems and in 1987 from UWM with a Masters of Science in Taxation (MST). He is especially focused on closely held businesses and their owners to help them reach their goals. In addition to small business accounting, Jon does extensive tax ...

Jon Neal, CPA, MST, PFS - The Neal Group LLC was founded in 1984 by Jon Neal. Jon has over 35 years of experience in public accounting. In 1977, Jon graduated from the University of Wisconsin-Milwaukee (UWM) with a BBA in Accounting and Management Information Systems and in 1987 from UWM with a Masters of Science in Taxation (MST). He is especially focused on closely held businesses and their owners to help them reach their goals. In addition to small business accounting, Jon does extensive tax and business planning for clients. Jon received his CPA license in 1980 and is a member of the AICPA and WICPA. He is certified by the AICPA as a Personal Financial Specialist (PFS). Jon also holds a Series 65 Investment Advisory Representative (IAR) license.