Jason Marvin

Jason A. Marvin, CPA

Principal

Jason A. Marvin, CPA

Principal

Jason A. Marvin is a Principal of BGM. Jason has experience with family-owned and closely-held businesses, including employee benefit plans audits, and compliance auditing. His tax experience includes income tax planning and compliance, estate tax planning, and other management advisory services.

Jason’s wide range of industry experience includes contractors and construction; manufacturers and manufacturers’ representatives; wholesalers; transportation and logistics companies; printing companies; real estate developers and partnerships; rental properties; machine shops; and professional service companies, including attorneys, health care, advertising companies, and advisory companies.

Education, Credentials, & Honors

  • Certified Public Accountant (CPA) in Minnesota
  • Bachelor of Science in Accounting, Minor in Micro-Computers, St. Cloud State University

Affiliations

Member, American Institute of Certified Public Accountants
Member, Minnesota Society of Certified Public Accountants

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Welcome to BGM360.com. As the needs of our clients evolve, we’re committed to evolving alongside them, combining the capabilities and exceptional customer experience of Boeckermann Grafstrom & Mayer, Bridge West, and BGM Wealth Partners into a new firm called BGM. At BGM, you can continue to expect the same personalized service and relationships you value in the form of a more seamless, one-stop-shop for financial solutions that fulfill any need.

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