Jo Ann Koontz

Jo Ann Koontz

[email protected]

Practice Areas

  • Residential Real Estate
  • Commercial Real Estate
  • Business Law
  • Purchase of Business
  • Sale of Business
  • Business Succession
  • Tax Services
  • Debt Settlement

Jo Ann M. Koontz is an attorney and CPA practicing in the areas of real estate, business organizations, and taxation. She earned her Bachelor of Science in Business Administration from Ohio Northern University in 2001, where she specialized in accounting. Jo Ann obtained her Certified Public Accountant license in 2003, and earned her Juris Doctor from Ohio Northern University in 2006. She represents clients in a wide variety of business and real estate matters, including commercial and residential real estate transactions, short sales, S corporation, partnership and LLC formation and reorganizations and the tax implications of business and real estate transactions, including purchases and sales of assets and equity interests.

Jo Ann has been representing clients before the IRS for over 15 years in all tax controversies, including audits, appeals and collection matters and provides tax planning services to clients in connection with real estate and business transactions. She began working in public accounting in 1998 and has been handling these types of IRS issues since that time. She advises clients of potential tax consequences of contemplated transactions prior to entering into agreements for the transaction, so that together, working with the client, exposure to tax liabilities can be minimized. In order to maximize the effectiveness of tax planning strategies, Jo Ann encourages holding an initial consultation as early as possible, even before the transaction begins to take shape.

Education

Ohio Northern University, 2001
Ohio Northern University College of Law, 2006 - Juris Doctor

Admissions

Florida
United States District Court Middle District of Florida
United States Tax Court


Jacqueline Meeker

Jacqueline Meeker

[email protected]

Practice Areas

  • Residential Real Estate
  • Commercial Real Estate
  • Business Law
  • Purchase of a Business
  • Sale of a Business
  • Business Succession
  • Tax Services
  • Debt Settlement

Jacqueline Meeker is an associate attorney at Koontz & Associates and primarily practices in the areas of real estate, business law and tax law.  Jacqueline Meeker attended the University of Central Florida and obtained a degree in Legal Studies.  Thereafter, she earned her law degree from Stetson University College of Law in December 2010, and was admitted to the Florida Bar in April 2011.  She is currently an active member of the Florida Bar, the Sarasota County Bar Association and Realtor Association of Sarasota and Manatee (RASM).  Jacqueline Meeker is a native of Lake County, Florida and currently resides in College Park. Jacqueline manages our Orlando office.

Education

University of Central Florida
Stetson University College of Law 2010

Admissions

Florida


Jo Ann Koontz

[email protected] 941-225-2615

Office Information

Sarasota

1613 Fruitville Road (map)
Sarasota, FL 34236

Phone: 941-225-2615

Orlando

121 E. Morse Blvd
Winter Park, Florida 32789 Map

Phone: 407-704-6974