Annette L. Hoelzer, CPA, MT

Experience

• Provides professional services for health care practices and companies in the health care industry, including tax planning, budgeting, compensation reconciliations, and financial reporting
• Oversees professional services for nonprofits, including social service organizations, private and public foundations, private schools, and trade associations
• Conducts extensive research on issues affecting nonprofits

Education

• Master of Taxation from Capital University
• Bachelor’s degree from Bowling Green University

Professional

Affiliations

• American Institute of CPAs, member
• Medical Group Management Association, member
• The Ohio Society of CPAs, member

• Recognized as the 2010 "Credit to the Profession" by Franklin University for her contributions to the accounting industry.

Speaking Engagements

• Presentations on various nonprofit topics, including the advantages of a separate subsidiary, tax issues with charitable contributions, and unrelated business income tax issues.
• Presented seminars for the OSCPA, the Ohio CLE Institute, the Columbus Metropolitan Club, and various other organizations

Civic

• American Heart Association, board member
• FirstLINK, past president
• Franklin University Accounting Advisory Board, member
• Health Pro Network, past board member
• North Congregational UCC Foundation, past treasurer
• Worthington Civic Band, treasurer