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Jonathan Gates
Senior Manager
CCSP, EA, LEED Green Associate

Biography

Jonathan has been a dedicated member of the Tax Credits & Incentives Services since 2012. With a strong foundation in both technical and managerial roles within the commercial construction and manufacturing industry, he has cultivated a unique skill set.

Jonathan specializes in serving a diverse range of clients who own, operate, invest in, and manage various types of real estate assets. He has extensive knowledge in cost segregation studies, fixed asset valuations, tangible property studies, and tax optimization studies. His clients are those who are building, improving, repairing, disposing, or acquiring tangible property.

Additionally, he has insight into opportunities such as cost basis identification studies for Investment Tax Credits, and cost reporting studies for Medicare and Medicaid reimbursement incentives. Jonathan’s background has equipped him with a comprehensive understanding of industry-specific challenges and opportunities. This experience enables him to adapt his approach to meet the needs of each client, providing tailored solutions that help drive value and help enhance cash flow.

Professional Affiliations

  • CCSP Member, American Society of Cost Segregation Professionals
  • Enrolled Agent, Internal Revenue Service
  • LEED Green Associate, Green Business Certification Inc.

Education

  • BS, wood science and technology, wood industry management, Oregon State University

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