OUR TEAM
Ben Schultz, CPA/PFS
A Certified Public Accountant and Personal Financial Specialist, Ben brings big 4 firm experience and a broad background in accounting and tax across manufacturing, agriculture, real estate, insurance, financial, technology, and professional services sectors. He focuses on tax services for individuals, small businesses, estates, and trusts.
Certified Public Accountant (CPA), State of Ohio
Personal Financial Specialist (PFS), The American Institute of CPAs
Kevin 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.
Certified Public Accountant (CPA), States of Ohio and Florida
Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts
Diane Miller, MBA
A professional accountant with more than 25 years’ experience in accounting. Diane has served thousands of successful small businesses, which has afforded her the ability to anticipate and help clients avoid financial and operational pitfalls. She is dedicated to assisting business owners and independent professionals achieve their goals.
John Stea, CPA
A Certified Public Accountant with years of experience working with individuals and small business owners on tax and accounting matters.
Certified Public Accountant (CPA), State of New York
Sarah Frye
Office manager responsible for a wide range of day-to-day activities including client scheduling, billing, and document and workflow management. Sarah goes the extra mile for our clients to ensure they have the best experience possible.