Jonathan Wasielewski is a Tax Partner at Sorren, bringing over 20 years of experience in tax compliance, planning, and advisory services. He specializes in serving high-net-worth families and their closely held businesses, helping them navigate complex tax challenges with thoughtful, strategic solutions. Jonathan works with clients across a wide range of industries, including real estate, oil and gas, trusts, and private enterprise. His clients include investors in residential and commercial properties, families with royalty or working interests in oil and gas assets, and multigenerational family trusts focused on long-term asset protection and wealth transfer. He also advises privately owned businesses across sectors, from ranching and retail to hospitality and professional services, delivering tailored guidance that supports both personal and business goals. Whether structuring a family limited partnership to support intergenerational wealth transfer or recommending a cost segregation study to unlock tax savings for a business owner building a new warehouse, Jonathan is passionate about creating real, measurable impact. Clients appreciate his deep technical knowledge, proactive advice, and ability to simplify complex financial matters.

Jonathan brings the same passion and dedication to his personal life as he does to serving clients. Outside of work, he enjoys spending time with his family and following Houston professional sports teams. Jonathan attended a major league baseball game at 29 of the 30 active major league stadiums.

Education:

• BBA – University of St. Thomas
• MBA – University of St. Thomas

Professional Designations / Civic Associations:

• Certified Public Accountant – Texas
• American Institute of Certified Public Accountants (AICPA)
• Member, Houston Estate and Financial Forum
• Finance Council – St. Edward Catholic Community
• Advisory Board – Incarnate Word Academy