Jason Dowell, Cpa
About Jason Dowell, Cpa
Jason Dowell is a Tax Director at Creative Planning, where he provides tax consulting and compliance services. He has a background in the US Army and holds both a Bachelor's and a Master's degree in Accounting.
Work at Creative Planning
Jason Dowell serves as the Tax Director at Creative Planning, a position he has held since 2021. In this role, he provides income tax consulting and compliance services to a diverse clientele, which includes individuals, businesses, trusts, and not-for-profit entities. Prior to becoming Tax Director, he worked as a Tax Manager at Creative Planning from 2015 to 2021. During his tenure, he contributed to a team that manages over $90 billion in assets for clients across all 50 states and internationally.
Education and Expertise
Jason Dowell holds a Bachelor's of Science in Business Administration with a focus on Accounting from Missouri Western State University, where he studied from 2011 to 2013. He furthered his education by obtaining a Master's Degree in Accounting from the University of Missouri - Kansas City, completing the program from 2014 to 2015. His academic background supports his expertise in tax consulting and compliance.
Background
Before his career in tax consulting, Jason Dowell served in the US Army as a Supply Sergeant from 2003 to 2011. His military service included assignments in Independence, Missouri, and Ft. Drum, New York. This experience provided him with skills in management and logistics, which he later applied in his professional career.
Tax Consulting Services
In his current role, Jason Dowell ensures that clients have a clear understanding of their tax situations by offering reliable and timely advice. He engages in proactive tax planning to optimize client outcomes, which is essential for effective tax management. His services cater to a wide range of clients, enhancing their financial strategies and compliance with tax regulations.