John started his career with Touche Ross and Company in 1976. In 1992, he left Deloitte & Touche as a tax partner to start a new firm with Steve Smith. Together they focused the new business on tax services, later adding new partners and staff to expand the tax practice and to establish an audit practice.

John started his career with Touche Ross and Company in 1976. In 1992, he left Deloitte & Touche as a tax partner to start a new firm with Steve Smith. Together they focused the new business on tax services, later adding new partners and staff to expand the tax practice and to establish an audit practice.

Steve has over 33 years of tax experience, involving a wide range of planning and compliance for federal, state and local property and tax filings on behalf of corporations, partnerships/LLCs, individuals, fiduciaries, franchises, and estates. He also has international income tax experience, both inbound and outbound. Steve’s corporate experience includes consolidated returns, combined reports...

Steve has over 33 years of tax experience, involving a wide range of planning and compliance for federal, state and local property and tax filings on behalf of corporations, partnerships/LLCs, individuals, fiduciaries, franchises, and estates. He also has international income tax experience, both inbound and outbound. Steve’s corporate experience includes consolidated returns, combined reports, and multi-state returns. He is qualified as an expert witness, and has testified and been deposed on a variety of issues, including accounting malpractice, wrongful termination, lost profits, and fiduciary responsibility.

Dan has over 27 years of experience providing accounting and tax services to a variety of industries. His experience includes assisting clients with mergers and acquisitions, tax due diligence, tax planning and structuring and representation before federal and state taxing authorities.

Dan has over 27 years of experience providing accounting and tax services to a variety of industries. His experience includes assisting clients with mergers and acquisitions, tax due diligence, tax planning and structuring and representation before federal and state taxing authorities.

Gerry has over 25 years of experience providing audit, tax, and business advisory services to clients in a wide variety of industries. He also serves high net worth clients with estate and income tax preparation and planning. He performs due diligence on mergers and acquisitions and assists clients with business restructuring and expansion.

Gerry has over 25 years of experience providing audit, tax, and business advisory services to clients in a wide variety of industries. He also serves high net worth clients with estate and income tax preparation and planning. He performs due diligence on mergers and acquisitions and assists clients with business restructuring and expansion.

Mark leads the firm’s audit practice and has worked in public accounting since 1984. He has significant professional experience servicing a variety of closely-held clients, taught national accounting courses related to a variety of subjects, represented clients before the Internal Revenue Service and Department of Labor, and served as...

Mark leads the firm’s audit practice and has worked in public accounting since 1984. He has significant professional experience servicing a variety of closely-held clients, taught national accounting courses related to a variety of subjects, represented clients before the Internal Revenue Service and Department of Labor, and served as a guest speaker for various professional organizations. Prior to joining the firm in 1996, Mark was a senior audit manager with an international accounting firm and a senior benefits consultant with a local retirement plan consulting firm.

Jim has over 28 years of professional tax and accounting experience, including the private practice of law. His experience includes representing clients before taxing authorities, multi-state tax compliance, structuring business formations, acquisitions and dispositions.

Jim has over 28 years of professional tax and accounting experience, including the private practice of law. His experience includes representing clients before taxing authorities, multi-state tax compliance, structuring business formations, acquisitions and dispositions.

Brent has over 18 years of tax accounting experience in public accounting firms. His experience includes multi-state tax compliance for businesses and individuals, representing clients before taxing authorities and tax planning for high net worth individuals and their families.

Brent has over 18 years of tax accounting experience in public accounting firms. His experience includes multi-state tax compliance for businesses and individuals, representing clients before taxing authorities and tax planning for high net worth individuals and their families.

Drew has over 20 years of experience in tax accounting. Prior to joining CSMD in 2005, Andrew was a senior tax manager with Deloitte & Touche, where he served a wide variety of corporate clients, including many Fortune 500 companies.

Drew has over 20 years of experience in tax accounting. Prior to joining CSMD in 2005, Andrew was a senior tax manager with Deloitte & Touche, where he served a wide variety of corporate clients, including many Fortune 500 companies.

Erin has over 14 years of professional experience serving a variety of closely-held and publicly-traded clients. She has experience in managing both large and small projects, and has served clients that range from development stage enterprises to multinational corporations. Erin knows the ins and outs of financial reporting, including internal control attestation reporting, and a thorough understanding of GAAP.

Erin has over 14 years of professional experience serving a variety of closely-held and publicly-traded clients. She has experience in managing both large and small projects, and has served clients that range from development stage enterprises to multinational corporations. Erin knows the ins and outs of financial reporting, including internal control attestation reporting, and a thorough understanding of GAAP.

David has over 13 years of public accounting experience, serving both publicly-traded companies and private closely-held clients. He has extensive experience in managing both large and small projects, and has served clients that range from development stage enterprises to multinational corporations. He has significant experience in all aspects of financial reporting and internal control attestation reporting.

David has over 13 years of public accounting experience, serving both publicly-traded companies and private closely-held clients. He has extensive experience in managing both large and small projects, and has served clients that range from development stage enterprises to multinational corporations. He has significant experience in all aspects of financial reporting and internal control attestation reporting.