Pete has spent his entire professional career in public accounting serving businesses, entrepreneurs and individuals. As an overall engagement partner and trusted advisor to the firm’s clients, he is actively involved in all aspects of the client’s service needs. As partner-in-charge of the firm’s tax group, he has extensive experience in the areas of U.S. federal & state taxation including partnerships, corporations, various pass-thru entities and individuals. In addition, he is a trusted niche advisor to clients in the areas of sales tax, nexus, mergers, acquisitions & divestitures. He also consults extensively in the areas of tax structuring of organizations, new entities and deals for efficiency and tax minimization. Pete has a unique ability to listen and understand a client’s needs and objectives and then help them meet their goals by structuring or re-structuring in the most tax efficient manner possible. Whether it is assisting a business in an acquisition transaction, answering a basic family tax question, or consulting on sales tax nexus in any of the 50 states, Pete’s ability to be a trusted advisor to the firm’s clients is a cornerstone in the firm’s success.
Pete holds a Bachelor’s of Science in Business Administration from Robert Morris University and is a licensed CPA in both Ohio and Pennsylvania (inactive). Pete is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. Pete resides in Hudson, Ohio with his wife and son.