Jo Ann M. Koontz, Principal Attorney

Jo Ann M. Koontz is an attorney and CPA practicing in the areas of real estate, business organizations, and taxation. She earned her Bachelor of Science in Business Administration from Ohio Northern University in 2001, where she specialized in accounting.  Jo Ann obtained her Certified Public Accountant license in 2003, and earned her Juris Doctor from Ohio Northern University in 2006. She represents clients in a wide variety of business and real estate matters, including commercial and residential real estate transactions, short sales, S corporation, partnership and LLC formation and reorganizations and the tax implications of business and real estate transactions, including purchases and sales of assets and equity interests.

Jo Ann has been representing clients before the IRS for over 10 years in all tax controversies, including audits, appeals and collection matters and provides tax planning services to clients in connection with real estate and business transactions.  She began working in public accounting in 1998 and has been handling these types of IRS issues since that time.  She advises clients of potential tax consequences of contemplated transactions prior to entering into agreements for the transaction, so that together, working with the client, exposure to tax liabilities can be minimized. In order to maximize the effectiveness of tax planning strategies, Jo Ann encourages holding an initial consultation as early as possible, even before the transaction begins to take shape.

   Jo Ann M. Koontz, Principal Attorney

Practice Areas

Residential Real Estate
Commercial Real Estate
Short Sale Negotiations
Business Law
Purchase and Sale of a Business
Business Succession
Tax Services
Debt Settlement


Ohio Northern University, 2001
Ohio Northern University College of Law, 2006 - Juris Doctor


United States District Court Middle District of Florida
United States Tax Court







Founded by attorney Jo Ann Koontz, Koontz & Associates, PL assists clients throughout Florida in legal matters relating to Residential and Commercial Real Estate (including short sales), Business Law and Tax Law. From their Sarasota offices they serve clients in Sarasota County, Manatee County and throughout Florida.

The information provided on this website is for general informational purposes only and nothing contained herein should be taken as legal advice for any individual case or situation. The information contained on this website is not intended to establish an attorney-client relationship.

© 2015 Koontz & Associates, PL
1819 Main Street , Suite 910, Sarasota, FL 34236
| Phone: 941-225-2615 | 407-704-6974

Residential Real Estate | Commercial Real Estate | Foreclosure Defense | International Buyers/Sellers | Business Law | Purchase/Sale of a Business | Deed in Lieu of Foreclosure | Loan Modifications | Business Succession Planning | Tax Services | Debt Settlement Negotiations | Resources | Attorneys


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