Jo Ann serves as Principal at Rea’s Sarasota office, bringing over 25 years of expertise in tax, real estate, and corporate law. As a unique dual-credentialed JD-CPA professional, she specializes in providing comprehensive business strategies for small and medium-sized enterprises, bridging legal and tax considerations. A Past President of the American Academy of Attorney-CPAs and current Vice President of the Florida Association of Attorney-CPAs, Jo Ann is known for her straightforward, approachable style. Fluent in Spanish and Italian, she holds degrees from Ohio Northern University and maintains active memberships in several prestigious professional organizations.
Jo Ann Koontz
, CPA, JD
Principal
What do clients enjoy about working with you?
My clients appreciate the comprehensive approach that I can take with their matters. The ability to bridge the gap from legal to tax and accounting concerns provides enormous peace of mind to them. My delivery style is straight forward, in plain English and with some laughs throughout our meetings which puts clients at ease knowing they are in capable hands and don’t have to worry if they have covered all their bases!
What is your favorite line from the Rea Way and why?
Maintain integrity in all you do. Personally and professionally, at the end of the day your reputation is all you have. Your reputation arises from your integrity. My Dad was a 1st generation American born to Italian Immigrant parents. I inherited my work ethic and integrity from him. My Dad barely completed high school due to working so much to help support his family. His mom had 6 kids and his Dad passed away when my Dad was 2 years old. He grew up working hard and taking care of his things and his family. I watched that and tried hard to emulate him daily.
Professional Memberships
- AAA-CPA
- Sarasota County Bar Association, Member
- Florida Bar, Member
- American Land Title Association, Member
Education + Credentials
- Bachelor of Science in Business Administration from Ohio Northern University
- JD from Ohio Northern University
Areas of Expertise
- Tax
- Real Estate
- Corporate
- LLC/Corporate formation
- Strategy
- Tax Planning
- Marrying the legal and tax consequences of business and real estate transactions
Working with medium & small size business owners to create and refine a comprehensive business strategy to achieve financial and legal stability and security.
Notable Achievements
- Past President of American Academy of Attorney-Certified Public Accountants (AAA-CPA) (2018)
- Current Vice President of the Florida Association of Attorney CPAs
- Past Chair of the Real Property & Probate Law Section of the Sarasota County Bar Association
Personal Insights
Weekend Hobby: Boating, beaches, basketball, bicycling
Interesting Fact: I speak Spanish & Italian. I am a dual US-Italian Citizen
Year Started with Rea
2024
Jo Ann works in