About Us

XIT CPA is a holistic tax advisory firm offering specialized wealth and tax strategies for entrepreneurs.

We are a company by entrepreneurs for entrepreneurs.

We provide comprehensive strategies that address all aspects of your financial life. We leverage cutting-edge technology to deliver efficient and effective services. We work closely with you and your other advisors to ensure your success.

Meet the Team

I help American entrepreneurs achieve financial freedom. With my thorough understanding of tax law, I pursue legal and ethical avenues to reduce your taxes to the lowest level possible while simultaneously transforming your income into a self-sustaining financial engine.

When we work together, you become my central focus. I relish the opportunity to build your roadmap to financial independence.

Jeremy Lederer, CPA

Founder, Owner

15+ Years of Experience | Bachelor’s & Master’s in Tax, Accounting, Finance, Business Administration

Think of me as your dedicated coach, and you are my star player. Rather than use a cut-and-paste approach to building wealth, I create a tailored plan that reflects your unique assets and financial goals. You deserve a curated and individual approach to your wealth strategy, in the same way that an athlete needs a training plan that builds on their strengths and mitigates their vulnerabilities. I know a bit about this myself: I competed on a pro golf tour from 2005-2009 and won the 2008 San Juan Open at 15 under par for 72 holes.

I’m driven by my passion for growth, efficiency, and integrity. This shows up both in my own life and how I approach my work with you. For example, I passed all four parts of the CPA exams on the first attempt – only 10% of those eligible pull that off.

I let out a bit of my “geek” side when working with you: I always seek to educate first. As an advisor, I only speak from experience and never recommend a strategy that I’ve not completed thorough due diligence for and/or tested on myself. Transparency and respect are central virtues in each of my client relationships.

I worked in the accounting profession for over ten years while consuming every tax strategy book I could get my hands on. Then, when my managing partner at the time dismissed my ideas as too aggressive, I struck out on my own with CPA Solutions in 2014. Since then, some of my career highlights include:

  • Achieved Mastery level membership and became the top producer of Wealth & Tax Strategies for Tom Wheelwright’s WealthAbility® Network in 2019.

  • Implemented the Entrepreneurial Operating System (EOS®) in my businesses to create a clear path to sustainable growth.

  • CPA Solutions qualified for the 2023 Inc. 5000 list of the fastest-growing private companies in America. Did I mention that I love to scale?

When I’m not obsessing about my work, I love to enjoy life! Growing up in the Mountain West, I have a love for the outdoors and enjoy golf, hiking and snowboarding. I’m currently based in Laguna Beach, CA, when not spending time in my second home in Telluride, CO. Despite my cash flow-positive business and investments, I pay very little in taxes because of my personal wealth strategy.

Other specialties of mine include Estate Tax Mitigation, Real Estate Syndications, Working Interest Oil and Gas, Business Valuation, Mergers and Acquisitions, Conservation Easements, Captive Insurance, International Tax, and more.

I’m living my dream; how can I help you live yours?

  • SENIOR VP OF OPERATIONS

    Jason has practiced accounting for over 20 years and strives to be his client’s partner in growing their businesses.  He appreciates helping them navigate the rough and complicated waters of the tax code and advising them on strategies for their specific situations.  

    After spending 6 years in corporate level accounting roles, he decided to follow his passion of helping small business owners reach their financial goals and dreams. From 2011 to 2018, he owned his own CPA firm in Raleigh, NC area.  In 2013, he co-authored an Amazon Best Seller titled “Why Didn’t My CPA Tell Me That” and throughout that time was a featured guest on various financial radio shows broadcasted to 150 radio stations nationwide. He sold his firm in 2018. He has worked at two different accounting firms in the Indianapolis, IN area as a Senior Tax Advisor and Business Consultant.  We are lucky to have him now as the Senior VP of Operations here at XIT CPA–a role he thrives in.

    He currently resides just outside of Raleigh, NC with his family. He loves hiking the national parks, photographing his journeys in nature, and eating rocky road ice cream.

  • TAX ADVISOR, EA

    Aubree joined CPA Solutions in May of 2023.  She was born and raised in Omaha, NE but moved to Lake of the Ozarks, MO in 2012.  She graduated from Columbia College with her Bachelor’s in Business Administration and recently became an IRS Enrolled Agent.  She has a well-rounded background in the financial sector including banking, tax accounting, insurance and wealth management.  Aubree and her husband share 4 amazing children ranging from 18 years to 2 years old.  In what free time she has, Aubree enjoys boating, swimming and all things Lake-related.  She’s also a huge Kansas City Chiefs fan and loves a good Sunday football game.

  • David Reynolds serves as a Tax Advisor at XIT CPA, bringing over eight years of experience in the accounting industry. As a Certified Public Accountant, David offers a sharp focus on tax advisory services, with a deep commitment to accuracy and ongoing professional growth. 

    David finds great satisfaction in helping clients from a wide range of industries and backgrounds navigate their tax responsibilities with confidence. He especially values the camaraderie and collaborative spirit at XIT CPA, and he thrives in an environment where he learns something new every day.

    Outside of work, David enjoys spending time with friends and family, exploring new restaurants—especially steakhouses—and taking his dog, Paisley, to the park. A dedicated Red Sox fan, he also loves watching college football in the fall, hiking during the summer, and snowshoeing through the woods behind his grandparents’ home in Maine come winter.