Josh Olson is a Tax Partner at Sorren, where he advises clients on tax planning strategies that align with their business goals and personal wealth objectives. With deep experience supporting high-net-worth individuals, closely held businesses, and a wide range of entity structures, Josh is known for identifying opportunities that help clients preserve value and uncover savings. Josh has advised clients across industries including real estate, healthcare, and professional services. His areas of expertise include 1031 exchanges, DST investments, cost segregation, and accounting method changes. Whether navigating complex compliance issues or guiding long-term planning, Josh brings a thoughtful, client-first approach to every engagement.

A native of the Rocky Mountain region, Josh makes the most of the outdoors. He’s an avid golfer, skier, and fisherman, and enjoys spending time on the trails or slopes when he’s not working with clients.

Education:

• Bachelor of Science in Accounting – University of Wyoming

Professional Designations / Civic Associations: 

• Certified Public Accountant – Colorado
• Member, American Institute of Certified Public Accountants (AICPA)