Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Jason Carlson

625 N. North Court
Palatine, IL 60067

Tel: 847.358.1170


Audit and Accounting

Areas of Focus

  • Manufacturing and distribution industries
  • Full- and limited-scope employee benefit plan audits
  • Special education institutions
  • Financial accounting and reporting


Manufacturing and Distribution


Northern Illinois University
  • Bachelor of science degree in accountancy

Jason Carlson, CPA


Jason Carlson is a manager in Wipfli’s audit practice, focused on providing financial statement audits and reviews. He also supervises numerous employee benefit plan audits. In addition to his client responsibilities, Jason is involved in the training and mentoring of new staff. He is also an active team member of our manufacturing and distribution practice.


  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member

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