Tom engages in the field of taxation including corporate, individual, estate, and gift from the planning through the implementation of the tax planning, as well as the preparation of the tax returns as required. Tom has been engaged in mergers and acquisitions and succession planning for the firms’ business clients for many years.  When speaking about our accountants, Tom aligns himself with the goals of his clients so that the client’s success is first and foremost in his desire to have his clients reach and succeed in their goals.

Tom has served as the managing partner of the firm from its inception in 1983 to the present. The firm prospered and grew and continues to grow under his leadership. The varying experiences gained through these many years have sharpened his ability to serve his clients and become a trusted advisor. He continues to work full-time for the firm, and he enjoys the challenges and stimulation provided by the varied and successful clientele.

Education

• B.A. in Accounting – Thomas More University
• J.D. – Northern Kentucky University/Chase College of Law
• MBA with a concentration in Taxation – Xavier University

Professional Certifications

• CPA – State of Ohio
• CPA – Commonwealth of Kentucky

Professional Memberships

• American Institute of Certified Public Accountants
• Ohio and Kentucky Society of Certified Public Accountants
• Honorary Member of the Kentucky Bar Association