PARTNERS

Managing Principal

EXPERIENCE

  • Over 30 years of extensive experience in public accounting and auditing services with specialization in business valuations for divorce, gift and estate tax purposes and mergers and acquisition purposes in various industries
  • Specialized industry knowledge in construction, manufacturing

 

CERTIFICATIONS

  • Certified Public Accountant
  • Certified Valuation Analyst

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • National Association of Certified Valuators and Analysts
  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Mahoning Valley Estate Planning Council
  • Youngstown/Warren Regional Chamber
  • Salem Area Chamber of Commerce

 

EDUCATION

Bachelor of Science in Business Administration

Major:  Accounting

Clarion University of Pennsylvania, December 1983

Principal

EXPERIENCE

  • Over 30 years of public accounting experience with a concentrated emphasis in business and tax issues to help clients develop and implement strategic plans to increase the profitability and success of their businesses
  • Consults on business and individual tax planning needs
  • Consults on royalty and leasing issues related to the oil and gas industry
  • Key member of SSB’s forensic accounting and litigation support team

 

CERTIFICATIONS

  • Certified Public Accountant
  • Certified Minerals Manager

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • National Association of Royalty Owners
  • Youngstown/Warren Regional chamber
  • Salem Area Chamber of Commerce
  • Emeritus Member and Past President of the Board of Trustees for the Young Women’s Christian Association
  • Graduate of Leadership Mahoning Valley
  • YSU Alumni Association
  • Board Member of the Jessica Moorhead Foundation
  • Board Member of the Sight for All Foundation
  • Humility of Mary Health Partners, Strategic Planning Committee Member

 

EDUCATION

Bachelor of Science in Business Administration

Major: Accounting

Youngstown State University, Youngstown, Ohio, 1985

AICPA Certificate of Education Achievement—Tax Planning and Advising for Closely Held Businesses

Principal

EXPERIENCE

  • Over 30 years of public accounting experience with a concentrated emphasis in business and tax issues to help clients develop and implement strategic plans to increase the profitability and success of their businesses
  • Experience includes international accounting firms as well as with the Internal Revenue Service
  • Consults on business, individual, trust and estate tax planning needs
  • Specialized knowledge in estate and succession planning, multistate taxation and mining industry

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Youngstown Symphony Society Board Treasurer
  • Past-President of Mahoning-Shenango Valley Estate Planning Council
  • Past-Board Treasurer for Rescue Mission of the Mahoning Valley
  • Certified Lay Servant—United Methodist Church
  • Elected Precinct Committeeperson—Canfield City Precinct 7

 

EDUCATION

Bachelor of Science in Business Administration

Major:  Accounting

Youngstown State University, Youngstown, Ohio, 1982

AICPA Certificate of Education Achievement—Tax Planning and Advising for Closely Held Businesses

 

SEMINAR PRESENTATIONS/SPEAKING ENGAGEMENTS 

  • Partnership Basis and At-Risk Considerations—YSU Tax Institute, June 2011
  • IRA Beneficiary and Distribution Issues—YSU Tax Institute, June 2006
  • Ohio Manufacturing Credit—YSU Tax Institute, June 2004
Principal

EXPERIENCE

  • Over 24 years of public accounting experience with a focus in the areas of consulting, financial and tax services for a variety of industries related to general business operations, including policies and procedures, financing and budgeting, strategic and succession planning, estate planning and consulting, personnel and recruiting, training and team building, compensation issues, valuations, marketing concepts and tax planning
  • Employee benefit plan audit and compliance engagements
  • Mergers and acquisitions
  • Sarbanes-Oxley Section 404 internal control testing
  • Agreed-upon procedures consulting engagements

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • AICPA Employee Benefit Plan Audit Quality Center
  • Ohio Society of Certified Public Accountants
  • Youngstown/Warren Regional Chamber
  • St. Christine Parish

 

EDUCATION

Bachelor of Science in Business Administration

Major:  Accounting

Minors:  Economics and Finance

Youngstown State University, Youngstown, Ohio, 1987

Principal

EXPERIENCE

  • Over 25 years of public accounting and auditing experience with an emphasis on business and tax services and specific industry knowledge in construction, manufacturing and trucking

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Youngstown/Warren Regional Chamber
  • New Wilmington Rotary Club–Past President

 

EDUCATION

Bachelor of Science in Business Administration

Major:  Accounting

Slippery Rock University of Pennsylvania, June 1982

Principal

EXPERIENCE

  • Over 24 years of public accounting and auditing experience with a focus in the areas of consulting, financial and tax services for the manufacturing, insurance, distribution and wholesale industries
  • Litigation support, forensic accounting, including investigation, inquiry, test, inspection or examination in the attempt to obtain the truth from which to form an expert opinion
  • Agreed-upon procedures consulting engagements
  • Church financial and compliance services

 

CERTIFICATIONS

  • Certified Public Accountant
  • Certified Fraud Examiner
  • Chartered Global Management Accountant

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • Youngstown/Warren Regional Chamber

 

EDUCATION

Bachelor of Science in Business Administration, Summa Cum Laude

Major:  Accounting

Youngstown State University, Youngstown, Ohio, 1992

 

SEMINAR PRESENTATIONS/SPEAKING ENGAGEMENTS

  • Identity Theft
    • The Canfield Republican Women’s Club, Canfield, Ohio, April 2007
    • Rotary Club of Boardman, Boardman, Ohio, May 2008 and August 2012
    • The Youngstown Public Library, Youngstown, Ohio, May 2008
    • Beta Alpha Psi National Honorary Society, Youngstown State University, Youngstown, Ohio, October 2009 and April 2015
    • Rotary Club of Canfield, Canfield, Ohio, December 2009 and April 2015
    • JFS Wealth Advisors, Hermitage, PA, April 2012
    • KeyBank “Key For Women” Seminar, Boardman, Ohio, June 2012
    • Youngstown Lion’s Club, September 2012
    • Tri-County Funeral Directors, April 2013
    • Austintown Rotary, September 2015
    • Mahoning County Bar Association, Probate/Estate Planning Committee, February 2016
    • Western Reserve Amateur Radio Club, May 2016
  • Fraud
    • Mahoning County Bar Association, June 2016
  • Other
    • YSU Accounting and Finance Student Practitioner Day—Panelist
    • Stark State College, IMA Student Group—Guest Speaker
    • Financial Reporting Framework for Small and Medium Size Entities—First National Bank, Talmer Bank, Farmers National Bank, Home Savings and Loan, PNC Bank and Chase Bank

 

Principal

EXPERIENCE

  • Extensive experience in financial management, accounting, tax planning and consulting with small to mid-sized business owners from industries including manufacturing, mining, construction, retail, health care and real estate
  • Directs employee benefit plan audits for 401(k), 403(b), defined benefit and health and welfare plans
  • Human resource support for clients in the areas of personnel, recruiting, training, team building, compensation issues, developing and documenting policies and procedures
  • Church financial and compliance services

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants—Past Employee Benefit Plan Section Leader
  • Youngstown/Warren Regional Chamber
  • Society of Human Resource Management—Western Reserve Chapter
  • Dover Club
  • YSU College of Business Mentorship Program, 2016
  • Small Business Administration Emerging Leaders Program—Class of 2015
  • Family Promise of Mahoning Valley—Past Treasurer
  • Youngstown Business and Professional Women’s Club—Past Vice President and Past Treasurer
  • Mahoning Valley Young Professionals Club “40 under 40”—former nominee

 

SEMINAR PRESENTATIONS/SPEAKING ENGAGEMENTS

  • Financial Reporting Framework for Small and Medium Size Entities—First National Bank, First Place Bank, Farmers National Bank, Home Savings and Loan, PNC Bank and Chase Bank
  • YSU Accounting and Finance Student Practitioner Day—Panelist
  • YSU Williamson College of Business Administration Professional Development Seminar—Panelist
  • YSU Continuing Professional Education Day—Employee Benefit Plan Audits
  • Making Your Business Really Fly Workshops for Businesses

 

EDUCATION

Bachelor of Science in Business Administration

Major:  Accounting

University of Akron, Akron, Ohio, 1994

 

ACCOUNTANTS

Senior Manager

EXPERIENCE

  • Experience in auditing and accounting with an emphasis on business consulting and tax services for small businesses and the construction and health care industries
  • Manages accounting team scheduling of client engagements and projects
  • Business and individual tax planning

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • Canfield Rotary—Past Treasurer
  • Youngstown/Warren Regional Chamber

 

EDUCATION

Bachelor of Science in Business Administration

Major:  Accounting

Youngstown State University, Youngstown, Ohio, 1993

 

 

 

 

Manager

EXPERIENCE

  • 28 years of accounting experience across both public accounting and industry, as well as accounting education, with a concentrated emphasis on business and individual tax issues
  • Experience with international and regional accounting firms
  • Instructor at Youngstown State University
  • Develops and conducts in-house CPE courses specifically related to tax topics
  • Consults on business and individual tax planning needs
  • Controller experience
  • Accounting systems setup and evaluation
  • Multi-state taxation
  • Payroll administration and taxation, including multi-state
  • QuickBooks ProAdvisor
  • Exempt organization financial and compliance services

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS/MEMBERSHIPS

  • Ohio Society of Certified Public Accountants
  • Youngstown State University Budget Advisory Council Member
  • Youngstown State University Part Time Faculty Committee Member
  • Youngstown State University Women in Accounting Day Committee
  • Canfield High School Girl’s Lacrosse Assistant Coach
  • Canfield High School Volleyball Boosters, Treasurer
  • Member of St Michael’s Parish, Canfield, Ohio
  • Past Parish Finance Committee Member, Holy Family Parish, Poland, Ohio
  • Past Home and School Association Treasurer, Holy Family School
  • Past Troop Leader, Girl Scouts of North East Ohio

 

EDUCATION

Bachelor of Science in Business Administration, Summa Cum Laude

Major: Accounting

Youngstown State University, Youngstown, Ohio, 1991

Masters of Business Administration

Specialization: Accounting

The University of Akron, Akron, Ohio, 1995

 

SEMINAR PRESENTATIONS/SPEAKING ENGAGEMENTS

  • YSU Women in Accounting Day, Panelist and Moderator, May 2016 and May 2015
  • YSU Accounting and Finance Student Practitioner Day, Panelist, February 2015, Moderator, 2010—2016
  • Mahoning Valley Accounting Society, Featured Speaker on Ethics, November 2014

 

 

Supervisor

EXPERIENCE

  • Employee benefit plan audits
  • Controller services
  • Accounting systems setup and evaluation
  • Internal inspection
  • Financial statements
  • Tax closings

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS

  • Ohio Society of Certified Public Accountants

 

COMMUNITY ORGANIZATIONS/MEMBERSHIPS

  • Youngstown/Warren Regional Chamber—Canfield Council
  • Steel Valley Triathlon Club—Treasurer
  • Youngstown Road Runners Club
  • Buckeye Horse Park

 

EDUCATION

Bachelor of Science in Business Administration

Major:  Accounting

Miami University, Oxford, Ohio

 

 

 

 

 

Supervisor

EXPERIENCE

  • Tax return preparation and research
  • Financial planning
  • Specialized industry knowledge in manufacturing and real estate
  • Comprehensive knowledge of the Affordable Care Act
  • Financial statement preparation and auditing

 

CERTIFICATIONS

  • Certified Public Accountant
  • Certified Financial Planner

 

PROFESSIONAL AFFILIATIONS

  • Ohio Society of Certified Public Accountants

 

COMMUNITY ORGANIZATIONS/MEMBERSHIPS

  • Mahoning Valley Young Professionals
  • Big Brothers/Big Sisters

 

EDUCATION

Bachelor of Science, Accounting

John Carroll University, Cleveland, OH, 2006

Master of Tax

University of Denver, Denver, CO, 2007

 

 

 

Supervisor

EXPERIENCE

  • Business valuations
  • Employee benefit plan audit and compliance engagements
  • Agreed-upon procedures consulting engagements
  • Concentration in manufacturing, construction and mining industries

 

CERTIFICATIONS

  • Certified Public Accountant
  • Certified Valuation Analyst
  • Chartered Global Management Accountant

 

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • AICPA Employee Benefit Plan Audit Quality Center
  • National Association of Certified Valuators and Analysts
  • Ohio Society of Certified Public Accountants—Young CPA Leadership Board, Past Chair

 

COMMUNITY ORGANIZATIONS/MEMBERSHIPS 

  • Zeta Tau Alpha Sorority Alumni
  • Youngstown/Warren Regional Chamber
  • Saint Paul the Apostle Church 8th Grade Catechist

 

EDUCATION

Masters of Business Administration

Specialization:  General

Bachelor of Science in Business Administration

Major:  Accounting

Youngstown State University, Youngstown, Ohio

Senior Team Accountant

EXPERIENCE

  • Concentration in manufacturing, construction and mining industries
  • Advanced tax preparation, in particular for clients with multistate operations
  • Experienced letter writing and problem solving with the IRS and other agencies to resolve tax discrepancies and to reduce or eliminate fees, penalties and interest
  • Preparation of fiduciary tax returns for estates and trusts

 

CERTIFICATIONS

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS

  • Ohio Society of Certified Public Accountants

 

COMMUNITY ORGANIZATIONS/MEMBERSHIPS

  • Mahoning County Pop Shop, Committee Member

 

EDUCATION

Bachelor of Arts in Business Administration

Major:  Accounting

Minor:  English

Thiel College, Greenville, Pennsylvania, 2013

 

 

 

Senior Accounting and Payroll Specialist

EXPERIENCE

  • Concentration in medical, manufacturing, construction and retail industries
  • Compilation, review and audit engagements
  • Conduct payroll tax research and process and file client payroll tax returns
  • Tax return preparation for estates, trusts and nonprofit organizations
  • Process client information in Peachtree (Sage) and QuickBooks (Intuit) software packages and provide software training as needed

 

EDUCATION

Studied accounting at Kent State University, Trumbull Campus

Senior Tax Preparation Specialist

EXPERIENCE

  • Advanced tax preparation of complex, consolidated and multistate tax returns for businesses and individuals
  • Researches, develops and conducts in-house CPE courses related to tax topics

 

EDUCATION

Bachelor of Science

Major:  Accounting

Grove City College, Grove City, Pennsylvania

 

 

Team Accountant

EXPERIENCE

  • Internal auditing
  • Preparation of federal, state and local tax returns for LLCs, S Corps, C Corps and Partnerships
  • Knowledge of corporate internal controls in the manufacturing industry

 

EDUCATION

Bachelor of Science in Accounting

Point Park University, Pittsburgh, Pennsylvania, 2015

Team Accountant

EXPERIENCE

  • Accounting and auditing experience in the manufacturing industry
  • Preparation of tax closings and tax returns for corporations, partnerships and individuals

 

EDUCATION

Bachelor of Science in Business Administration

Major in Accounting

Youngstown State University, Youngstown, Ohio, 2015

Accounting Intern

EXPERIENCE

  • Accounting and auditing
  • Preparation of tax returns and tax closings for corporations, partnerships and individuals

 

EDUCATION

Senior at Youngstown State University

Pursuing Bachelor of Science in Business Administration

Major in Accounting

Minor in Entrepreneurship

 

Accounting Intern

EXPERIENCE

  • Tax closings and tax return preparation for individuals, corporations and partnerships

 

COMMUNITY ORGANIZATIONS/MEMBERSHIPS

  • Y-Zone volunteer with the YMCA

 

EDUCATION

Junior at Youngstown State University pursuing a Bachelor of Science Degree with a major in Accounting

 

 

 

ADMINISTRATION

Firm Administrator

Expertise:

  • Assists the management team in administration of the firm relating to quality control, accounts payable, bookkeeping, payroll, employee benefits and policies and procedures
  • Maintains time and billing software to manage client and team data
  • Monitors tax controls software to ensure timely filing of tax returns and related documents
  • Coordinates all functions of the administrative team to maximize efficiencies and communication and to strengthen teamwork
Marketing Coordinator and Tax Team Coordinator

Expertise:

  • Strategizes and coordinates the marketing, networking and community involvement efforts of the firm
  • Develops print media, electronic newsletters, promotional items, email marketing and website and social media content
  • Supports the tax team in developing, implementing and maintaining procedures and efficiencies
  • Assists the administrative team with tracking, assembly and electronic filing of tax returns
  • Assists the tax and accounting teams with the setup and use of the tax preparation software and procedures
Administrative Team Assistant

Expertise:

  • Performs general typing and administrative tasks for the firm
  • Collates client tax returns
  • Prepares various information tax forms for clients as needed
  • Reviews and types the final presentation of client financial statements, business valuations and other client-related statements
  • Electronically organizes client workpaper documents
Director of First Impressions

Expertise:

  • Ensures a positive first impression of the firm for all clients and guests
  • Delivers a high level of professional courtesy in person and on the phone
  • Directs incoming calls to the appropriate team member
  • Maintains a pleasant and helpful environment to enhance team members’ productivity and success
  • Performs various administrative office duties
Administrative Team Assistant

Expertise:

  • Oversees the maintenance and retention of electronic and physical client documents
  • Reviews and types the final presentation of client financial statements, business valuations and other client-related statements
  • Performs general typing and administrative tasks for the firm
  • Collates client tax returns
  • Prepares various information tax forms for clients as needed
Technology Team Director

Expertise:

  • Ensures the security of the firm and clients’ information through safe technology practices
  • Researches and secures cutting edge technology products that enable the firm to operate efficiently and progressively
  • Stays current with technology issues unique to the accounting profession
  • Manages, trains and assists team members with the use of technology through all aspects of the firm operations

FOUNDING PARTNERS

Principal

EXPERIENCE

  • Over 36 years of public accounting experience with a concentrated emphasis in the area of business consulting

 

CERTIFICATION

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Ohio Contractors Association

 

EDUCATION

Bachelor of Science

Major: Mathematics

Westminster College, New Wilmington, Pennsylvania, 1974

 

 

Principal

EXPERIENCE

  • Over 36 years of public accounting experience, primarily in the area of taxation
  • Business planning and management consultation
  • Extensive tax consultation
  • Extensive estate planning consultation, including developing sophisticated planning strategies for clients to minimize wealth transfer taxes yet achieve overall goals
  • Succession planning
  • Determination and evaluation of damages associated with business interruption losses
  • Business organization planning
  • Develop income-shifting strategies

 

CERTIFICATION

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Mahoning Valley Estate Planning Council

 

EDUCATION

Bachelor of Science in Business Administration

Major: Accounting

Grove City College, Grove City, Pennsylvania, May 1973

Principal

EXPERIENCE

  • Experience in public accounting since 1976 with a concentrated emphasis in business operations consulting
  • Focus in the areas of consulting, financial and tax services for a variety of industries related to general business operation reviews including policies and procedures, financing and budgeting, strategic and succession planning, personnel and recruiting, training and team building, compensation issues, valuations, and marketing concepts
  • Litigation support—forensic accounting, including orderly analysis, investigation, inquiry, test, inspection or examination in the attempt to obtain the truth from which to form an expert opinion

 

CERTIFICATIONS

  • Certified Public Accountant (CPA)
  • Certified Forensic Accountant (CR.FA)
  • Chartered Global Management Accountant (CGMA)

 

PROFESSIONAL AFFILIATIONS/COMMUNITY ORGANIZATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • The American College of Forensic Examiners
  • Diplomate of the American Board of Forensic Accounting
  • Fellow of the American College of Forensic Examiners Institute
  • Association of Certified Fraud Examiners—Associate Member
  • Board of Directors—Farmers National Banc Corp.
  • Board of Directors—Farmers Trust Company
  • Board of Directors—Salem Community Hospital (dba Salem Regional Medical Center)
  • Board of Trustees—Cardinal Joint Fire District
  • FBI Citizen’s Academy
  • YSU Accounting and Finance Department’s Advisory Committee