Jo Ann Koontz in

Jo Ann Koontz

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Income Principal at Rea & Associates, Inc.
📍 Sarasota, Florida, United States

Jo Ann Koontz is a dual-licensed attorney and CPA who leads Koontz & Associates, a boutique law firm in Sarasota. She specializes in providing integrated legal and tax strategy for entrepreneurs and real estate investors. A graduate of Ohio Northern University, colleagues describe her as confident, professional, and knowledgeable.

Outside of her practice, Jo Ann leads an active lifestyle with interests in boating, basketball, bicycling, and yoga. She is a dual US-Italian citizen and speaks both Spanish and Italian. Her community involvement includes supporting organizations like the Family Network on Disabilities, reflecting a commitment to local advocacy.

Unique fact: Jo Ann hosts a weekly radio show in Sarasota called "Its Your Business" to help educate local entrepreneurs.

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Experience
20 Years
Current Role
Income Principal
Location
Sarasota, Florida, United States
Personality Overview

How Jo shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jo cares about

Integrated Tax & Legal
Her core professional identity is combining her CPA and law degrees to offer comprehensive advice on business and real estate transactions.
Entrepreneurial Growth
Her firm focuses on serving entrepreneurs, and she hosts a local radio show, "It's Your Business, " to advise business owners.
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Career

Work history

6-2024
Income Principal
Rea & Associates, Inc.
12-2011
Attorney
Koontz & Associates, PL
5-2006 - 6-2024
Certified Public Accountant
Koontz & Parkin, CPAs PLLC
2-2010 - 12-2011
Attorney
Yesner & Boss
12-2005 - 2-2010
Attorney
Icard Merrill
In the press

Media appearances

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Education
2003 - 2006
JD
Ohio Northern University—Claude W. Pettit College of Law
1997 - 2001
BSBA
Ohio Northern University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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