Brian A. Bailey, CPA, CGMA, Principal
Brian has 25 years of accounting and tax advisory experience, at regional accounting firms in Northwest Ohio and Northeast Ohio, and with in-house accounting and tax departments at large private and publicly held companies, including several years as the Director of Tax at a large nationwide retailer.
Brian earned his Bachelors of Business Administration in Accounting and Information Systems from The University of Toledo. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA). He also holds the Chartered Global Management Accountant credential from the AICPA.
Raised in the Akron area, Brian is the proud father of two boys and spends his spare time keeping busy with their activities. He is also a lifelong Cleveland Guardians fan, enjoys bicycling during Ohio's summer months, and is an amateur musician on trumpet, currently playing in the Wadsworth Community Band.
Areas of Expertise:
Accounting & Attest Services: Reviews, Compilations, Monthly Reporting, Financial Statement Preparation, Accounting for Income Taxes
Tax Preparation & Planning Services: Individuals, Partnerships, S and C Corporations, Trusts, State & Local Income Tax, State & Local Indirect Tax
Management Advisory Services: Mergers & Acquisitions, Internal Accounting Best Practices/Process Improvements, Indirect Tax Consulting, Succession Planning
Industries: Retail, Distribution, Manufacturing, Services