Our Team
Susan E Thomas, CPA
As the President and CEO, Sue has over 25 years in the field of tax preparation and public accounting. She believes that the clients she serves need more than just a financial statement or a tax return. They need a trusted adviser that is willing to be pro-active, establish a long-term relationship and help them develop and achieve their financial goals.
Other Points of Interest
Graduated Cum Laude from Ohio University with a Bachelors Degree in Business Administration & Accounting
Member of the Ohio Society of CPA’s
Member of the National Association of Tax Professionals
Member of the Hilliard Chamber of Commerce
Volunteer for the Ovarian Cancer Alliance of Ohio
Leadership Council Member of the Grove City Vineyard Christian Fellowship
Jonathan has 14 years of focus in the area of taxation where he has placed significant attention on closely-held businesses, including many in the manufacturing, research and development, high wealth and service industries. He believes that true client service is built on relationships, proactive communication and a strong value proposition.
Other Points of Interest
Graduate of The Ohio State University where he earned a Bachelor's degree in Accounting and was a four year varsity letterman.
Serves on the Hilliard Board of Tax Appeals
Serves on the Board of the Columbus Chapter of the National Hemophilia Foundation
Serves on the Board of the Friends of the Topiary Park Member of the Columbus Association of Tax Professionals
Member of the American Institute of CPAs
Member of the Ohio Society of CPAs (serves on the CPE & Ethics Committee)
Member of Ohio State Alumni Association
Member of the Varsity “O” Association
Works closely with the Delta Sigma Pi and The Ohio State University Career Mentoring Program.
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