Professional Overview

Bob has focused on serving tax exempt organizations for nearly 20 years; ranging from smaller foundations and special interest groups, to two of the top 15 health systems in the U.S. His focus includes tax reporting and planning, as well as strategic planning, budgeting, board education, and a wide variety of other services integral to tax exempt organizations. Bob has worked with small and large organizations, some with complex organizational structures comprised of for-profit subsidiaries, joint ventures and partnerships, and even international ventures. He has also provided consulting services to several political action committees that serve the special interests of his customers.

Education, Credentials and Special Training

• Certified Public Accountant
• B.S., Accounting, Franklin University

Professional Affiliations

• American Institute of Certified Public Accountants
• Ohio Society of Society Certified Public Accountants
• Kentucky Society of Certified Public Accountants

Civic and Community Activities

• Board Member and Treasurer, Friends of the West End
• Board Member and Treasurer, AllClimbers.org
• Past Member and Treasurer, Forecastle Foundation

Services

Tax Preparation and Consultant Services

Industries

Education

Government

Healthcare

Not-for-Profit