PARTNERS

Managing Principal

Tom is the Managing Principal of SSB. He provides strategic direction to the SSB team. He is a Certified Valuation Analyst (CVA) with experience providing business valuations, which are used in merger and acquisitions, divorces and for gift and estate tax purposes, for a variety of industries. He focuses on helping clients achieve their financial and business goals through assurance and business advisory services. He offers expertise in consulting, bank financing, growing businesses and exit planning for privately held companies. Tom specializes in the construction and manufacturing industries.

Tom is a member of the National Association of Certified Valuators and Analysts, the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also a member of the Youngstown/Warren Regional Chamber and the Salem Area Chamber of Commerce, as well as the Mahoning-Shenango Valley Estate Planning Council. Tom is a graduate of Clarion University of Pennsylvania.

Principal

Chris is a Principal in charge of SSB’s taxation and consulting services group. She has experience serving a variety of industries, with specialization in health care, real estate and professional services. Chris assists businesses and high net worth individuals with tax planning, estate planning, transaction planning and general business consulting. She works with the owners of privately held businesses to help them grow their wealth, implement tax saving strategies and develop strategic plans to increase the profitability and success of their businesses. Chris is a Certified Minerals Manager (CMM)—she uses her expertise to assist clients with royalty and leasing issues related to the oil and gas industry.

Chris is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the National Association of Royalty Owners. She is a member of the Youngstown/Warren Regional Chamber, as well as the Salem Area Chamber of Commerce, and she is also a member of the Mahoning-Shenango Valley Estate Planning Council.

Chris serves as treasurer for the Young Women’s Christian Association. She is a board member for both the Jessica Moorhead foundation and the Sight for All Foundation. Chris is a graduate of Youngstown State University.

Principal

Judy is a Principal at SSB. She has extensive experience with tax issues, estate and succession planning, trusts and multistate taxation. She has developed specialized knowledge in these areas from consulting with SSB clients, and she uses her expertise to recognize tax opportunities and implications for privately held businesses. Judy is passionate in assisting clients with tax planning and tax saving strategies, and she also specializes in IRS examination representation. Judy consults with clients in a variety of industries; however, she has developed advanced knowledge in the brewery industry—SSB is an Allied Member of the Ohio Craft Brewers Association. Judy shares her knowledge through speaking engagements and presentations.

Judy is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. She is also a member of the Mahoning-Shenango Valley Estate Planning Council. She serves as the Board Treasurer for the Youngstown Symphony Society. Judy is a graduate of Youngstown State University.

Principal

Denise is a Principal at SSB. She focuses on helping her clients achieve their financial and business goals through assurance and business advisory services. She assists organizations with mergers and acquisitions, corporate restructuring, strategic and succession planning, obtaining new financing, improving operations and building management teams. Her energetic approach helps clients address their challenges and accomplish their goals. She is passionate about helping SSB clients stay abreast of the growing demands of a highly competitive marketplace. Denise has notable experience in the manufacturing and distribution industries, as well as professional practice sectors.

Denise is a member of the American Institute of Certified Public Accountants and its Employee Benefit Plan Audit Quality Center. She is a member of the Ohio Society of Certified Public Accountants, the Youngstown/Warren Regional Chamber and the Salem Area Chamber of Commerce. She serves on the Board of Directors of Salem Regional Medical Center. Denise is a graduate of Youngstown State University.

Principal

Joe is a Principal at SSB. He provides assurance, tax and consulting services to SSB clients. Joe has experience serving a variety of industries with specializations in the construction, trucking and manufacturing industries. He assists businesses and individuals with tax planning, overall strategy, operations and growth. His extensive knowledge of the unique tax and financial issues that contractors and logistics companies face is valued by his clients.

Joe is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He is a member of the Youngstown/Warren Regional Chamber, the Lawrence County Regional Chamber of Commerce and the New Wilmington Rotary Club. Joe is a graduate of Slippery Rock University of Pennsylvania.

Principal

Janice is the Principal in charge of the SSB accounting and assurance services team. She is a Certified Fraud Examiner (CFE) enabling her to provide litigation support and forensic accounting services for individuals and businesses, which includes providing an expert opinion in court cases. Janice regularly speaks at conferences and events on identity theft and fraud. She has extensive experience in accounting and business consulting. Janice is also a Chartered Global Management Accountant (CGMA) and, with this expertise, she provides value-added services for her closely held business clients, including assistance with financing and tax and succession planning. She services a variety of industries, including manufacturing, insurance, distribution and wholesale and exempt organizations.

Janice is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Association of Certified Fraud Examiners. She is a member of the Youngstown/Warren Regional Chamber and the Salem Chamber of Commerce, where she serves on the Board of Directors. Janice is a graduate of Youngstown State University and serves on the Youngstown State Penguin Club Board of Trustees.

Principal

Tracie is a Principal at SSB. She assists closely held business owners with financial management, tax planning and consulting to help them grow their businesses. She listens carefully to their concerns and helps to develop and implement strategies to achieve their business goals. She consults with a variety of industries, including manufacturing, mining, construction and retail. Tracie directs SSB’s employee benefit plan audit team. She also provides human resource support and assistance to help clients build their management and accounting teams.

Tracie is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. She is a member of the Youngstown/Warren Regional Chamber, the Western Reserve Chapter of the Society of Human Resource Management and the Dover Club. Tracie serves on the Board of Directors of the Henry H. Stambaugh Auditorium Association. She is also active in recruiting SSB team members and works closely with the YSU internship program offering career advice and guidance to students. She is a graduate of the University of Akron.

ACCOUNTANTS

Supervisor

Jessie is a Supervisor at SSB. She is a Certified Valuation Analyst (CVA) and a member of the SSB business valuation team. She performs business valuations, employee benefit plan audits and agreed-upon procedures for SSB clients. Jessie is also a Certified Global Management Accountant (CGMA) and has a concentration in the manufacturing and service industries. In addition, Jessie is an adjunct faculty instructor at Youngstown State University.

Jessie is a member of the American Institute of Certified Public Accountants and its Employee Benefit Plan Audit Quality Center, and she is an AICPA Leadership Academy Alumni. Jessie is also a member of the National Association of Certified Valuators and Analysts, and she serves on the Executive Board of the Ohio Society of Certified Public Accountants. She is a member of the Youngstown/Warren Regional Chamber. Jessie is an MBA graduate of YSU.

Supervisor

Kayla is a Supervisor at SSB and a member of the SSB tax team. She provides tax compliance, planning and research services for businesses, individuals, estates and trusts. She has specialized knowledge in multistate taxation. Kayla assists SSB clients in problem solving with the IRS and other agencies to resolve tax discrepancies and reduce or eliminate fees, penalties and interest. Kayla has a concentration in the manufacturing, construction, mining and brewery industries.

Kayla is a member of the Ohio Society of Certified Public Accountants and the Ohio Craft Brewers Association. Kayla is a member of the Polka Dot Powerhouse, and she is a committee member of the Mahoning County Pop Shop. Kayla is a graduate of Thiel College in Pennsylvania.

Manager

Sam is a Manager at SSB and a member of the SSB tax team. He provides tax compliance, planning and research services for both business and individual clients. Sam is a Certified Financial Planner (CFP) which enables him to assist SSB clients with their financial planning. His concentration is in the manufacturing, real estate and farming industries and comprehensive knowledge of the Affordable Care Act.

Sam is a member of the Ohio Society of Certified Public Accountants, the Mahoning-Shenango Valley Estate Planning Council and the Mahoning Valley Young Professionals. He also serves on the Board of The Piggyback Foundation of Youngstown. Sam is a graduate of John Carroll University in Cleveland and received his Master of Taxation from the University of Denver.

 

 

 

Lauren Martauz
Team Accountant

Lauren is a Team Accountant at SSB. She has experience providing accounting and tax compliance services to SSB clients. Lauren also assists clients with QuickBooks training. Lauren’s concentration is in the health care and service industries.

Lauren serves as a Board Member of the Mahoning Valley Young Professionals, and she is a member of the United Way of the Mahoning Valley. She is a graduate of Point Park University in Pittsburgh.

 

Manager

Connie is a Manager at SSB and a member of SSB’s tax team. She consults with SSB clients on business and individual tax planning, multistate taxation issues and payroll administration and taxation. She is a QuickBooks ProAdvisor and assists SSB clients with accounting system setup and evaluation. Connie has advanced knowledge in the health care industry. In addition, she is an instructor at Youngstown State University and frequently speaks on tax and accounting topics for local professional groups.

Connie is a member of the Ohio Society of Certified Public Accountants. She is a member of the Youngstown State University Budget Advisory Council and the Youngstown State University Part Time Faculty Committee. She also serves on the Youngstown State University Women in Accounting Day Committee. Connie is a graduate of YSU and received her Master in Accounting from the University of Akron.

Senior Tax Accountant

Jeff is a Senior Tax Accountant at SSB and a member of the SSB tax team. He has experience providing tax compliance, planning and projection services for businesses, nonprofit organizations and individual clients, including organizations with multistate operations. Jeff assists SSB clients in resolving notices from tax agencies. His concentration is in the service industry. Jeff is a graduate of the University of Cincinnati.

Supervisor

Brian is a Supervisor at SSB and a member of the SSB accounting and auditing team. He provides accounting and auditing services to SSB clients. Brian has specialized knowledge in the construction industry, as well as employee benefit plan auditing. Brian also provides clients with consulting and training in QuickBooks.

Brian is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is a graduate of Mount Union College in Alliance.

Team Accountant

Amanda is a Team Accountant at SSB. She has experience providing accounting and tax compliance services to SSB clients. Amanda is a graduate of Youngstown State University.

Senior Accounting Specialist

Judi is a Senior Accounting Specialist with experience providing tax compliance, accounting and bookkeeping services to businesses and individuals. She consults and trains clients in QuickBooks.

Team Accountant

Elaine is a Team Accountant at SSB. She has experience providing accounting and tax compliance services to SSB clients. Elaine is currently pursuing her Master of Accountancy from Youngstown State University.

Manager

Moira is a Manager at SSB and a member of the SSB accounting team. She provides assurance services to SSB clients. She has specialized knowledge in the manufacturing industry and employee benefit plan auditing. Moira also provides consulting and controllership services and assists SSB clients with accounting systems setup and evaluation. Clients who work with Moira appreciate her down-to-earth approach.

Moira is a member of the Ohio Society of Certified Public Accountants and the Youngstown/Warren Regional Chamber—Canfield Council. She is a graduate of Miami University.

Senior Tax Preparation Specialist

Jenny is a Senior Tax Preparation Specialist with advanced experience in tax preparation of complex, consolidated and multistate tax returns for businesses and individuals. She researches, develops and conducts in-house CPE tax-related training courses.

She is a graduate of Grove City College in Pennsylvania.

Senior Accounting and Payroll Specialist

Micki is a Senior Accounting and Payroll Specialist at SSB. She has experience providing accounting, bookkeeping, payroll tax and trust compliance services to both public and privately held businesses, nonprofit organizations and individual clients. Micki assists SSB clients with payroll tax research and processing. She also consults and trains clients in Sage 100 (formerly Peachtree). Micki has a concentration in the medical, manufacturing and construction industries.

Team Accountant

Jerry is a Team Accountant at SSB. He has experience providing accounting, auditing and tax compliance services to SSB clients. Jerry has a concentration in contractor and employee benefit plan audits. Jerry received his Master of Accountancy from Youngstown State University.

Team Accountant

Nico is a Team Accountant at SSB. He has experience providing accounting, auditing and tax compliance services to SSB clients. Nico has a concentration in the construction and manufacturing industries. He is a member of the Mahoning Valley Young Professionals. Nico is a graduate of Youngstown State University.

Team Accountant

Bryant is a Team Accountant at SSB. He has experience providing accounting, auditing and tax compliance services to SSB clients. Bryant has a concentration in tax return preparation and employee benefit plan auditing. Bryant is currently pursuing his Master of Accountancy at Youngstown State University.

ADMINISTRATION

Administrative Team Assistant

Janet is an Administrative Team Assistant with SSB. She provides administrative support and performs administrative tasks for all team members of the firm, including typing and proofreading for final presentation of client financial statements, business valuations and other client documents. Janet oversees the maintenance and retention of electronic and physical client documents.

Firm Administrator

Julie is the Firm Administrator with SSB. She assists the management team in administration of the firm relating to quality control, accounts payable, bookkeeping, payroll, employee benefits and policies and procedures. Julie coordinates all functions of the administrative team to maximize efficiencies and communication and to strengthen teamwork. She coordinates marketing, networking and community involvement efforts of the firm.

Administrative Team Assistant

Lish is an Administrative Team Assistant with SSB. She provides administrative support and performs administrative tasks for all team members of the firm, including typing and proofreading for final presentation of client financial statements, business valuations and other client documents. Lish collates client tax returns and monitors the e-filing processes to ensure timely filing of all tax returns.

Director of First Impressions

Pat is the Director of First Impressions at SSB. She ensures a positive first impression of the firm for all clients and guests by delivering a high level of professional courtesy in person and on the phone. Pat maintains a pleasant and helpful environment to enhance team members’ productivity and success. She performs various administrative duties.

Technology Team Director

Donna is SSB’s Technology Team Director. She ensures the security of the firm and clients’ information through safe technology practices. She researches and secures cutting edge technology products that enable the firm to operate efficiently and progressively and stays current with technology issues unique to the accounting profession. Donna 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