Jonathan Tucker CPA, MAcc

Evaluator
DISC Type : DSC

Principal at KBKG - Tax Credits, Incentives & Cost Recovery

Atlanta, Georgia, United States

Overview

Jonathan Tucker is a Partner at KBKG, where he serves as the National Leader for the R&D Tax Credit Practice. With over 21 years in public accounting, including roles at PwC and EY, he specializes in helping companies maximize tax savings. He holds a Master of Accountancy from The University of Georgia and is a Certified Public Accountant.

Outside of work, Jonathan is passionate about cooking and views it as a way to foster connection, a value learned from his Southern upbringing. His interests also include traveling, reading, and trying new restaurants. He is an avid University of Georgia football fan and lives in Atlanta with his dog, Walter.

He spearheaded the recent launch of Cost Seg Pro™, a software platform designed to make cost segregation studies more accessible and efficient for CPAs.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

R&D Tax Credits
As the national practice leader at KBKG, he frequently writes and speaks about helping businesses, including those outside of tech, uncover their eligibility for R&D credits.
Tax Technology
He led the launch of Cost Seg Pro™, a software platform designed to bring greater efficiency and precision to cost segregation studies for tax professionals.
Cooking & Connecting
Grew up in the South and believes cooking, like a backyard barbecue, is not just about food but about bringing people together and building connections.

Media Appearances

Jonathan has no verified media appearances

Work History

8-2019
Principal at KBKG - Tax Credits, Incentives & Cost Recovery
11-2015 - 8-2019
Tax Senior Manager at EY
8-2004 - 10-2015
Tax Director at PwC

Education

2003 - 2004
Master of Accountancy from The University of Georgia
1999 - 2003
Bachelor of Business Administration (BBA) from The University of Georgia

More Information

Social Presence :

Prographics :

Exp : 21 Location : Atlanta, Georgia, United States Job Level : Senior Designation : Principal at KBKG - Tax Credits, Incentives & Cost Recovery
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Insights For Selling To Jonathan Tucker

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan Tucker is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jonathan Tucker

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jonathan Tucker move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jonathan Tucker take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jonathan Tucker

Personality Compatibility


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