Michael McCormick, CPA
Described as CPA 3.0 by his colleagues he is much more than a bean counter. He is always looking out for his client’s best interests and searching for ways to improve their lives. He has honed his professional skills working with the self-employed, medical service professionals, manufacturers, real estate agents and investors, property managers, and wholesalers. As a private company treasurer and controller he was responsible for issues ranging from financial management, HR and employee benefits, to information technology and inventory control. His diverse background and never ending educational pursuits allow him to bring a well rounded perspective to help you reach your goals.
In June of 2010 Mike released his first book, The Entrepreneur’s Guide to Forming a Business Entity. His second book, Why Didn’t My CPA Tell Me That?, a compendium of topics and co-authors, was released in April 2014 and reached best seller status on several Amazon lists.
Michael’s daughter, Jordan is an honors student and musician (flute, piano, and percussion).
Michael is a graduate of the University of Cincinnati College of Business Administration. He is an Ohio Certified Public Accountant (CPA), and Investment Advisor Representative (Fiduciary).
Financial Clarity Group, Inc. is a full service CPA firm with the goal of using tax planning to help business owners reduce their personal income tax.
In addition to proactive tax planning, of course we assist with the compliance, accounting, and reporting services you would expect from other, more traditional, CPA firms.
Mike is an Investment Adviser Representative of Financial Gravity Wealth, Inc. a Registered Investment Adviser.
Dave Toney, CPA
Dave Toney began Accountax so he could set his own standard of client service.
Dave earned his undergraduate degree from the University of Cincinnati and his MBA from Xavier University. He is an Ohio CPA and member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Tax Coaches.
"Credentials" are important, of course but his real value comes from over 40 years of experience helping clients like you meet your tax, accounting, and financial challenges.