Who We Are

Jason Hass CPA

Tax Advisor

Jason attended Miami University where he studied Finance and swam collegiately as a four-year student-athlete. After graduating in 2011, he then earned his Masters in Accounting from the University of Michigan’s Ross School of Business. Following graduation in 2013, Jason obtained his CPA license and began his career working in public accounting in Detroit. His desire to integrate his finance and income tax background led him to pursue a career in wealth management. Jason relocated to Cincinnati and joined the Wealthquest team in 2015.

Growing up in Boy Scouts, Jason’s Eagle Scout Service Project involved coordinating his church and neighborhood to distribute personal hygiene items to needy children in developing countries. Outside of work, Jason can be found training for triathlons with friends or fishing with his dad.

BSA



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000