Specialization

• Audit and accounting
• Management and business consulting
• Tax planning, consulting, and preparation
• Closely held businesses and owners
• Construction contractors
• Manufacturers
• Nonprofits
• Real estate

Experience

Jeremy Finn, CPA, is a Partner Shareholder and serves as Director of Tax & Estate Planning at Monroe Shine & Co., Inc. Since joining the firm in 1998 and becoming a partner in 2009, he has developed deep expertise in guiding clients through complex tax, audit, and consulting matters.

Jeremy leads Monroe Shine’s nonprofit practice group, providing tailored support to tax-exempt organizations to ensure compliance, strengthen governance, and achieve long-term sustainability. He also works with closely held businesses, particularly in the construction, real estate, and manufacturing industries, where his strategic tax planning and business consulting help owners position their companies for growth and succession. As both a technical expert and a leader within the firm, Jeremy is known for his practical approach and commitment to delivering clear, forward-looking advice that helps clients and organizations thrive.

Certifications

• Certified Public Accountant (CPA) – Licensed in Kentucky

Professional Memberships

• American Institute of Certified Public Accountants (AICPA)
• Kentucky Society of CPAs (KYCPAs)
• CPAmerica International
• Southern Indiana Home Builders Association

Awards & Recognition

• Kentucky CPA Exam, Highest Grade Award (1999); National Top 100 Candidate (1999)

Community Involvement & Volunteering

• Indiana University Southeast, Board of Advisors (Current)
• Community Foundation of Southern Indiana, Board of Advisors (Current)
• Keep New Albany Clean and Green, Board of Directors (Current)
• Association of the Louisville Orchestra, Volunteer (Current)
• Friends of the Town Clock Church, Volunteer (Current)
• CPAmerica International – Audit & Accounting Advisory Committee, Chair (Immediate Past)

Education

• Bachelor of Science in Accounting – Indiana University Southeast