Jon Nelson, CPA, MST
Partner
Top 5 Things to Know About Jon
- Advises clients across audit, tax, and consulting engagements
- Focuses on real estate and private equity businesses
- Helps clients evaluate decisions before tax and cash flow impacts arise
- Known for delivering highly responsive, relationship-driven service
- Actively mentors and develops future firm leaders
Jon Nelson believes the best advice happens before a major decision is made. By staying closely connected to his clients and understanding what is happening in their businesses, he helps identify opportunities, evaluate risks, and provide guidance when it can have the greatest impact. His proactive, relationship-driven approach allows clients to make important decisions with greater clarity and confidence.
Jon provides audit, tax, and consulting services to clients across a variety of industries, with a primary focus on real estate and private equity. He works directly with many of the firm’s larger clients, helping them navigate complex financial, operational, and tax-related matters while delivering an exceptional client experience. Since joining Walter Shuffain in 2015, Jon has built a reputation for combining technical expertise with practical business insight, making him a trusted resource for clients facing both day-to-day challenges and long-term strategic decisions.
In addition to serving clients, Jon plays an active role in the firm’s growth and development, supporting training and mentoring initiatives that help strengthen the next generation of professionals.
- Audit & Assurance Services
- Tax Planning & Compliance
- Business Advisory Services
- Real Estate Services
- Private Equity Services
- Closely Held Businesses
- Master of Science in Taxation (MST), Bentley University
- Bachelor’s Degree, Bentley University
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- New England Society of CPAs
- Member, Walter Shuffain Training Committee
- Member, Walter Shuffain Mentoring Committee
Outside of work I place a heavy focus on my family and am looking forward to the exciting milestones I have ahead.
Outside of work, Jon enjoys spending time with his wife, daughter, and friends. He is actively involved in his local community and volunteers with several organizations whenever he can. During the summer months, he enjoys spending weekends on Cape Cod with his family, taking advantage of every opportunity to relax and recharge together.