Serves both business and individual clients, advising and assisting them with their financial and operational endeavors.
Serves on SS&G’s executive committee which leads the firm’s strategy and growth, and on the firm’s personnel committee
Provides traditional compliance services to hundreds of businesses, including: tax planning, tax research, participation in IRS audits, preparation and review of federal, state, and local income taxes, audits, reviews and compilations, and monthly financial statement preparation
Experience in tax, estate, and succession planning, particularly in the field of family-owned businesses
Education
Bachelor of Science degree in accounting from The University of Akron
Professional
Ohio Society of Certified Public Accountants (OSCPA), member
American Institute of Certified Public Accountants (AICPA), member
Cascade Capital Corporation, executive committee member and past president