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About JAG David & Company CPAs

Unleashing Financial Excellence with JAG David & Company CPAs

Dive into a world of financial sophistication with JAG David & Company CPAs, where we redefine accounting and tax preparation services for a diverse clientele. Our expertise spans a spectrum of services, ensuring not just satisfaction but an elevated financial experience.

Our Areas of Specialization:

  • Audit-Level Financial Statements Preparation
  • Review-Level Financial Statements Preparation
  • Bookkeeping and Compiled Financial Statements
  • Corporate Tax Returns (C Corps and S Corps)
  • Partnership and Trust Returns
  • Limited Liability Company Returns
  • Individual Tax Returns
  • Tax Planning for Entities and Individuals

Beyond expertise, our commitment involves active participation in continuing professional education courses by local chapters of national accounting and tax associations. This ensures our mastery of ever-evolving tax laws and accounting principles.

Precision Meets Innovation

Empowered by cutting-edge technology and equipment, complemented by our dedicated team, we guarantee not just precision but efficiency—all wrapped in a competitive pricing package.

Explore our Services

Delve into the multitude of accounting and tax services available to individuals and businesses in our comprehensive "SERVICES" section on our visually captivating website.

Connect with Us

For direct communication, navigate to our CONTACT page, providing details on reaching us via telephone, fax, email, or mail.

We stand ready to assist you—feel free to contact our office at any time. Rest assured, we prioritize your communication, promptly returning any missed calls.

Welcome to a new era of financial excellence with JAG David & Company CPAs. Experience sophistication, precision, and innovation, all in one financial destination.

preview Team Members section anchor

Jonathan A. Giegerich, CPA, MST

Jonathan A. Giegerich, CPA, MST

Owner, Managing Director

Jonathan is the firm's Managing Director. Jonathan has been practicing public accounting since 2007.  He is a graduate of Bob Jones University and has received his Masters of Science in Taxation at Suffolk University.  Jonathan's responsibilities include preparation and review of tax returns, financial statements, providing general business advice to our clients, researching tax regulations, corporate and individual tax planning and representing clients with tax authorities.  Jonathan runs the day to day operations of the firm and handles new client engagement. 

Lori Wooten

Staff Accountant

Lori is involved in preparation of audit and review level financial statements, tax returns, monthly compilations, and general bookkeeping for our clients.

Faith L. Gerry, CPA

Faith L. Gerry, CPA

Director of Financial Statement Engagements

Faith is the firm's Director of Financial Statement Engagements and is responsible for the quality review for our financial statement services.  She has been practicing public accounting since 1995.  She is a graduate of the University of New Hampshire.  She is also involved in the preparation of tax returns, financial statements, and management advisory services.

Jim Willett

Staff Accountant

Jim is involved in preparation of tax returns, payroll processing and general bookkeeping for our clients. Jim is also a Certified Quickbooks Pro Advisor

R. Kevin Waggoner, CPA, CGMA

Sr. Tax Manager

Kevin has been practicing public accounting since 1992.  he is a graduate of California State University - Northridge.  Kevin is a member of the AICPA and the NHSCPA.  Kevin co-manages all aspects of the tax practice.  This includes preparation and review of tax returns, providing general business advice to our clients, researching tax regulations, corporate, estate, trust and individual tax planning, representing clients with tax authorities and is repsonsible for maintaining our tax software for both preparatino and research.

Kim M. Fabrizio

Firm Administration

Kim has worked in public accounting for several years and is responsible for managing the administrative functions of the firm

Angela Martel

Staff Accountant

Angela has been practicing public accounting since 2021. Angela is involved in preparation of audit and review level financial statements, tax returns, monthly compilations, and general bookkeeping for our clients.

Amy Fagan

Amy Fagan

Staff Accountant

Amy is involved in preparation of tax returns for our clients along with payroll and general bookkeeping

Matthew Main, CPA

Matthew Main, CPA

Accounting and Tax Manager

Matt is our Accounting and Tax Manager. Matt has his CPA license, an MS in Accounting, and helps with year end tax planning and our annual inspection for financial statement engagements.

Buhmit Sha

Buhmit Sha

Staff Accountant

Buhmit is involved in preparation of tax returns, payroll processing and general bookeeping for our clients

Send Us a Message

We would love to hear from you!

603-893-0594 jonathan@jagdavidcpa.com

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