Our Team

Ben Schultz, CPA/PFS
Certified Public Accountant and Personal Financial Specialist with Big 4 experience, specializing in 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
Certified Public Accountant, Certified Valuation Analyst, and QuickBooks Advanced Certified ProAdvisor with expertise in tax, accounting, and valuation for individuals and small businesses.
- Certified Public Accountant (CPA), States of Ohio and Florida
- Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts

John Stea, CPA
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

Diane Miller, MBA
Accountant with over 25 years of experience serving thousands of successful small businesses. Diane helps clients anticipate financial and operational challenges while supporting their long-term success.

Sarah Frye
Office manager overseeing client scheduling, billing, and document management. Sarah is dedicated to ensuring a seamless client experience.

Susie Walden
Staff Accountant specializing in small business accounting, tax preparation, and firm operations. Susie is committed to making the client experience as smooth as possible.