Now Open For Business
9258 Tax Preparation and Planning is open for business and ready to help you with your 2018 tax preparation and filing. We have wanted to bring a holistic approach to financial management for many years. Finally, all the effort to do so has paid off. We are ready to file your tax return! You should expect the same professionalism and great service to which you have become accustomed.
Our staff is in place who will lead this business:
CPA, CFP®, CRPS®
Executive Vice President
Director of Retail & Retirement Plan Operations
Matt earned his bachelor’s degree in accounting from Ohio Wesleyan University, and earned his CPA credentials in 2007. Matt also serves as an Executive Vice President and Director of Retail and Retirement Plan Operations for 9258 Wealth Management.
Assistant Director Tax Planning
Edwina joined 9258 Tax Planning and Preparation in early January of 2019. She is a graduate of Cedarville University, majoring in business and accounting. She brings thirty years of accounting experience to our firm, earning her CPA credentials in 1992. Her knowledge consists of both personal and corporate taxation, and includes working with complex to simple individual returns. She also understands, and has experience utilizing the accounting necessary for small to mid-size companies.
Kris joined 9258 Wealth Management in January of 2018. She has a bachelor’s degree in English from Bowling Green State University. She has worked behind the scenes on just about every important project that we have commenced since our beginning. Kris brings over 25 years of professional experience, including owning and operating her own desktop publishing company for 20 years.