Always organized and efficient, Brian is also known for being tenacious in finding the best answer for his clients. He doesn’t back down from a challenge and is always proactive in helping clients plan for even the unexpected. Brian’s background is strong in accounting and finance working six years at a regional CPA firm and ten years and a large publicly-traded bank before stepping out to build his own firm.
Brian’s areas of expertise include pass-through entities (partnerships, limited liability corporations (LLCs) and S Corporations), tax issues related to property transference (trusts, estates and gifts), individual tax planning, and multi-state tax planning. Brian has significant experience with medical and chiropractic offices, offices of personal injury attorneys and manufacturing companies — with even deeper expertise in the accounting and tax intricacies of cooperative associations.
Brian’s professional affiliations are as follows:
Member Ohio Society of CPAs
Member American Institute of CPAs
Business Networking International – Treasurer 2014, 2015 and 2017
Brian resides in Canfield, Ohio, with his wife (Jennifer) and their two children. In his spare time, he enjoys golfing, traveling and cooking on the grill.
