Mike McCormick is more than just a CPA. In these uncertain times his clients see him as the person to go to when they need help. Contact him today to restore order to your life.
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Michael J. McCormick, CPA, CTC
He started his professional career in private industry as the internal accountant for a chain of specialty retail stores. Where he became all too familiar with the realities of a business's need for a succession plan. After a year he exited the company to begin a career in public accounting. He cut his teeth preparing tax returns for individuals and privately held businesses. He also performed audits of private companies and non-profit entities. One year into the position the new owner of the retail business asked him to return as the Treasurer and Controller. For over five years he had responsibility for issues ranging from financial management, HR and employee benefits, to information technology. Late in 2000 he decided it was time to return to public accounting. Over the next nine years he would hone his skills working with self-employed business owners, medical service providers, manufacturers, and real estate investors, property managers, and wholesalers. He assisted clients in complex issues ranging from entity selection, tax planning, to succession planning. In 2008 he began to focus on providing proactive tax planning strategies to his clients. In early 2010, he decided that it was time to start his own firm and MJ McCormick, LLC was formed.
In June 2010 Mike published his first book, The Entrepreneur's Guide to Forming a Business Entity - Issues every business owner should consider before starting or restructuring their business. Available at Amazon.
Mike has spoken about tax planning issues for groups such as the Greater Cincinnati Real Estate Investors Association, Comey & Shepherd (fka Remax Unlimited), Ameriprise Financial Services, and the Cincinnati Business Resource Group.
He specializes in assisting individuals, professionals, and closely held businesses maximize their ROI, protect assets, and plan for their future while managing cash flow and income taxes.
Michael earned his BA from the University of Cincinnati College of Business Administration.
Securities and Advisory Services offered through Tuttle Wealth Management, LLC, Member SEC, a Registered Investment Advisor.
Matthew Tuttle, CFP®, MBA
Matthew Tuttle is a Certified Financial Planner® professional. He is the founder, Chief Executive Officer, and Chief Investment Officer of Tuttle Wealth Management, LLC.
Matthew is a familiar face among the financial media. In addition to speaking at accounting and trade association meetings across the country, he is a frequent guest on Fox Business News, BusinessWeek TV and Channel 12 News, and has been interviewed on both CNBC and Fox News. Matthew has appeared numerous times on CNNfn, notably on the Your Money Show and Dolans Unscripted with Ken and Daria Dolan.
He is the author of How Harvard & Yale Beat the Market (an Amazon best seller) and Financial Secrets of my Wealthy Grandparents. In addition to his books, Matthew has contributed timely articles to a variety of financial publications, including the CPA Journal, Pennsylvania CPA Journal, TAXPRO Journal, Accounting Crossing, the Fairfield County Business Journal, the Stamford Senior Flyer, and over 25 other publications nationwide. He also is a frequent contributor to Forbes.com, the Wall Street Journal, CNBC.com, SmartMoney, and Dow Jones Newswires. He has been quoted in Kiplinger's Personal Finance, Money Magazine, USA Today, the Star Ledger, Bankrate.com, the Christian Science Monitor, and the Journal of Financial Planning. In addition, Matthew has been profiled in the New York Times, Stamford Advocate and Greenwich Time.
An experienced educator, Matthew teaches personal finance to consumers as an adjunct professor at Norwalk Community Technical College. He instructs through the Continuing Education centers of the Westport, Stamford, Darien, Greenwich, and Katonah districts, and the 92nd Street YMCA. He has also provided continuing education instruction to CPAs at Baruch College, the CPA / LAW Forum and through the CPA Report.
He has received the Fairfield County 40 Under 40 Award, given annually to 40 executives who demonstrate extraordinary leadership qualities, with outstanding accomplishments in their respective fields. Recipients exhibit a strong, ongoing commitment to professional development.
In addition to his books, Matthew has written two chapters for the Life Insurance Answer Book, the desk reference guide for life insurance agents. He has also contributed to the Wealth Management Manual.
Confirming his expertise, he is a sought after expert witness in court cases dealing with financial planning matters.
Matthew has an MBA in finance from Boston University.
Certified Financial Planner® Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner® and federally registered CFP® in the U.S., which it awards to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Client Service Associates
Robyn Brooks
Dave Brabec
