I deliver exceptional performance for our clients because that's what they deserve. Nothing less.
I make sure that our clients' taxes come as no surprise. Nothing less.
Cheryl has over 20 years of experience in managing organizations' and individuals' tax needs. She is dedicated to those she serves and it shows through her organizational skills and attention to detail. She attends annual tax update seminars to hone her skills. She is a member of the OSCPA and AICPA, and knits preemie hats for Children's Hospital in her spare time.
The work I do for my clients is thorough and yields the best possible results. Nothing less.
Linda has been with Winer+Bevilacqua for over 20 years. She benefits clients' finances through a wide range of accounting services including preparing monthly profit/loss statements, doing employee payrolls, bank reconciliations and quarterly payroll reports, as well as some tax services. She also assists clients with accounting in Peachtree and QuickBooks. She has a Bachelor of Science in accounting from the University of Akron.
I prepare complete and accurate work. Nothing less.
Sharon prepares federal, state and city personal tax returns, as well as federal, state and estate tax returns that require consultation with executors of deceased taxpayers. She consistently provides accurate and reliable returns during our peak season, averaging 150 returns per season. She also streamlined our Federal Extension process, and helped several of our clients save money through detailed analysis and filing. Sharon has a Bachelor of Science in accounting, and has completed the Toastmasters International High Performance Leadership Project, earning the highest award of Distinguished Toastmaster. She is the chairman of the City of Fairlawn Real Property Maintenance Board, a Parent Mentor for Akron Children's Hospital, treasurer and a 30-year member of Bridgestone/Firestone Toastmasters Club and a member of the National Spina Bifida Organization.
I strive for excellence for my clients, my team and myself. Nothing less.
I deliver the best effort for my clients. Nothing less.
Michael is our in-house IT technician, network engineer and technology solutions provider. He strengthens client IT departments' network infrastructure, stabilizes hardware and streamlines software processes. As a Microsoft Certified Systems Engineer and a certified A+ computer technician, Michael ensures that clients' networks and technology remain efficient and productive. He is a member of the Knights of Columbus, the Catholic Men's Fellowship of Northeast Ohio and the Saint Hilary Contemporary Choir.
I give my best at all times. Nothing less.
Melanie is well versed in all accounting programs as well as how our clients use them. This enables her to uncover more ways for work to be done without cutting corners. Her accounting support makes daily accounting simpler and friendlier. She is a designated Fellow, Life Management Institute (FMLI) and a designated Associate, Customer Service (ACS). She is also a member of Tres Dias in Cleveland.
Clients can count on me to provide them with everything they need. Nothing less.
The client comes first. Nothing less.
Julie is dedicated to client and staff support and is consistent in completing her work in an accurate and timely manner. Julie assembles and distributes tax returns, manages new client information, scans paperwork and coordinates workflow during tax season.
I ensure that clients' retirement dreams become a reality. Nothing less.
For over 20 years, Jim has served Winer+Bevilacqua clients through retirement plan administration and plan design, document preparation, government compliance and reporting, education, participant reporting, distribution and loan processing as well as individual returns. He is a Qualified Pension Administrator (QPA), a member of ASPPA National and the ASPPA Benefits Council of Cleveland.
I provide exceptional client service. Nothing less.
I connect clients with the solutions to their business needs. Nothing less.
With nearly 30 years of service, Cindy has become a friend to many of our clients. She checks and assembles personal and business returns, prepares payrolls and payroll reports, reviews financial statements, prepares billings and fields questions from our clients with a personable demeanor. Cindy consistently follows through for our clients and provides them with the information they need. She supports Lake Local Schools by helping out with band activities, cheer functions and fundraisers and softball organizations.
I promise to give my best effort so clients get exactly what they deserve. Nothing less.
As a tax professional for Winer+Bevilacqua, Brian Liddle performs monthly client updates, individual 1040 returns, tax planning and projections, client write-ups and tax research. He also prepares and completes a variety of business-related tax forms, including the 1065, 1120 and 1120S. He’s always willing to assist others whenever the need arises, and contributes daily to the success of our team. He enjoys the family atmosphere at our firm, and has proven to be an excellent team player. Brian is a member of the Ohio Society of CPAs (OSCPA) and holds a Bachelor of Accounting degree from The University of Akron, as well as an MBA from Youngstown State University. He has been a Relay For Life participant for the past three years.
I am dedicated to serving clients through best practices. Nothing less.
David has represented clients and served as Power of Attorney with government entities regarding issues with: IRS, Ohio Job and Family Service and various state Departments of Tax. David assists in budgeting, tax research, client communications, financial statement preparations, analyzing financial data, providing guidance for decision-making as it relates to multi-entity planning, succession planning, mergers and acquisitions, deferred compensation plans, cash flow management, income tax projections, fixed asset management and business expansion.
My deliverables are meaningful because our clients are meaningful. Nothing less.
Mary Beth monitors workflow for administrative staff for efficiency and timeliness. She also handles billing and accounts receivable, manages e-filing for business tax returns and oversees some mailings and payrolls. She leads new employee orientation and training and performs other administrative tasks. All the work that comes off her desk is accurate and professional. She has an associate degree in secretarial science and a Bachelor of Science in comprehensive business education with Shorthand, IOE and COE certifications.
What I provide for our clients is simply the best. Nothing less.
For 20 years, Sandi has served our clients through general accounting, preparing monthly profit/loss statements and in every other way possible. She helps train new Winer+Bevilacqua staff and helps clients correct discrepancies in their accounts and understand how to avoid those mistakes in the future.
Everything I do is accurate and on time. Nothing less.
Kathleen prepares monthly and quarterly client updates and quarterly and yearly payroll tax returns. She also prepares year-end work papers and financial statements to streamline tax season workflow. Kathleen has helped our clients understand certain financial software platforms so that transactions are posted correctly. She has an associate degree in accounting and is currently a member of the Parish Council at her church where she also serves as Eucharistic Minister and Lector.
I deliver on my promise to keep client files up to date and effectively and efficiently coordinated with each of our departments. Nothing less.
I resolve clients' IT problems and concerns. Nothing less.
For the past 12 years, Leonard has service managed and maintained our in-house computer network and supported employees with their technology questions and needs. He ensures that our network, software and procedures continue to move forward and improve. For our IT clients, Leonard offers responsive solutions for hardware and software challenges. He currently serves on the board of trustees for Temple Israel and is a Red Cross platelet donor.