John recognizes that reading the tax code isn’t everyone’s favorite pastime, so he does his best to keep things light and share a laugh with clients when he can. However, his good natured demeanor doesn’t stop him from diving into the tax regulations so he can discuss with clients what they should know to remain compliant.
Beginning his public accounting career in 2020, John specializes in tax compliance, planning and reporting for mutual funds and exchange-traded funds (ETFs). His expertise includes handling IRS audits, addressing international tax issues and ensuring compliance with industry-specific tax requirements. John also has experience working with alternative investment funds and is dedicated to staying current with evolving tax laws, regardless of fund type, to provide the best guidance to clients.
John lives in Austintown, Ohio, with his wife and their two Labrador Retrievers. He is passionate about all things Cleveland sports and The Ohio State University. In addition to spending time with family and friends, John also unwinds with a game of golf or an occasional video game.