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Bernard (Ben) J. Schultz, CPA/PFS, CIA

A Certified Public Accountant, Personal Financial Specialist and Certified Internal Auditor with 15+ years of tax, 'Big 4' public accounting and auditing experience in manufacturing, agriculture, retail, insurance, financial, and professional service industries.

In his practice, Ben specializes in taxation of individuals, small businesses, estates, and trusts. For his small business clients, he provides accounting, payroll, and outsourced CFO services. He also provides IT audit services to corporate clients.  He is driven by long-term client relationships and is a problem solver with a positive track record of identifying and implementing solutions to positively improve organizational systems and processes. Ben’s focus in tax, accounting, and technology affords him the ability to help his clients comply with tax laws and regulations, design better processes and systems, manage risk, and create value.

He started his professional career as a financial analyst for a window & door company in Cincinnati; then, joined public accounting firm, Ernst & Young, in Columbus.  In 2010, Ben joined a Fortune 100 insurance company headquartered in Columbus and later returned to public accounting. 

EXPERIENCE

  • Individual and business tax planning and preparation

  • IRS representation

  • Entity selection

  • Financial accounting and reporting

  • Family-owned businesses

  • IT and operational auditing

  • Internal controls

  • Enterprise risk management

  • Strategic sourcing

PROFESSIONAL DESIGNATIONS

  • Certified Public Accountant (CPA), State of Ohio

  • Personal Financial Specialist (PFS), American Institute of CPAs

  • Certified Internal Auditor (CIA), Institute of Internal Auditors

EDUCATION

Bachelor of Science in Business Administration with an emphasis in Accountingcum laude, Northern Kentucky University (AACSB accredited)

 
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K. Tanner Krauth, CPA

A Certified Public Accountant with 5+ years of corporate accounting and finance experience with Fortune 100 companies.

Tanner is always seeking to add value to the businesses and individuals he works with. He loves working with businesses to understand how their business operates, so he can identify financial and operational areas of improvement and implement creative solutions that save time, money and stress.  He is energized by solving problems and thinking of unique ways to address the issues his clients are facing.

His professional career started as an internal audit intern with a Fortune 100 company in Columbus, Ohio. He then transitioned to Findlay, Ohio to work for a Fortune 100 oil & gas company as a cost analyst. He returned to Columbus in 2016 to work for a specialty retail company performing inventory management and financial reporting activities. He is excited to bring this passion for problem solving from corporate accounting to local businesses and individuals.

EXPERIENCE

  • Financial accounting and reporting

  • Budgeting and forecasting

  • Corporate controllership

  • Data analytics

  • Inventory management

  • Process automation/improvement

PROFESSIONAL DESIGNATIONS

Certified Public Accountant, State of Ohio

EDUCATION

Bachelor of Science in Accounting, The Ohio State University Fisher College of Business

 
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KEVIN D. SMITH, CPA, CVA

A Certified Public Accountant, Certified Valuation Analyst, and Quickbooks Advanced Certified ProAdvisor with years of experience working with individuals and small business owners on tax, accounting, and valuation matters.

EXPERIENCE

  • Individual and passthrough tax preparation

  • Small business accounting and bookkeeping

  • QuickBooks Online solutions

  • Business valuation

  • Litigation support and forensic accounting

  • Entity selection and restructuring

  • Financial projections and forecasts

  • Mergers, acquisitions, and sales

  • Exit & transition planning

  • IRS representation

  • Employee benefits, pension, and profit-sharing plans

PROFESSIONAL DESIGNATIONS

  • Certified Public Accountant (CPA), State of Florida

  • Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts®

EDUCATION

  • Bachelor of Business Administration in Business Administration and Management from University of Florida

  • Master of Business Administration in Forensic Accounting and Business Management from University of South Florida