What I Do...
Our firm has been in business since 1965. We are located in Westerville and currently employ 15 professionals. We are the only firm to guarantee our individual tax preparation! We work with individuals and small, medium, and large businesses in the following areas: -Financial Statements • Audit • Review • Compilation, -Business Valuations, -Business Projections and Forecasts, -Custom Outsourced Controllership, -Employee Benefit Plan Audits, -QuickBooks ProAdvisorSM Services, -Business & Individual Tax Preparation, -Tax Planning, -Trust, Estate and Gift Taxes, -Information Technology. Some Examples of Industries We Serve: • Construction, • Distribution & Transportation, • Equipment Lessor, • Fiduciary, • Manufacturing, • Medical Practices, • Non-Profit, • Real Estate Investment/Development, • Retail, • Service.
Who I Am...
I am a life-long resident of Westerville, graduating from Westerville South High School in 1981 and Otterbein College in 1985. I have 20 years of accounting and tax experience in public accounting and industry. I am a partner of Toukan & Company and have been with the firm since 1992. I am a CPA, an NASD registered securities representative and investment advisor with INVEST Financial, a licensed mortgage loan officer, and an insurance agent. Our firm is a one-stop shop! I enjoy golfing, Buckeye football, Blue Jacket Hockey, and Friday Night Football - GO SOUTH! I am a member of Xenos Christian Fellowship. I am treasurer and sit on the board of Leadership Westerville and School-Age Notes Foundation.
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