Partner

Expertise: 

Kevin has almost 20 years of experience as a CPA overseeing the practice’s tax planning and compliance for individual, corporate, partnership, and estate clients.  He services clients in the areas of manufacturing, real estate, construction, medical services, wholesale & retail trade, and business & professional services. 

Kevin  applies a comprehensive approach to tax and business planning. He frequently assists clients with financial forecasts, cash flow analysis, and helps clients with succession planning. He has participated as the treasurer or board member for several not-for-profit organizations, frequently speaks to groups on tax and accounting topics and has authored a number of articles in journals such as the Tax Advisor and  the Journal of Accountancy. 

Education:

The University of Toledo, Bachelor’s of Business Administration, 1996

Cleveland State University, Master’s of Accounting & Taxation, 2002

Professional and Community Affiliations:

American Institute of Certified Public Accountants

Ohio Society of Certified Public Accountants

Tax Club of Cleveland

Board Member and Treasurer to many Local Associations