ABOUT
History
Serving clients for over 30 years as well as filing returns in multiple states, Tom Bauer brings a wealth of expertise to your finances. I have spent my entire professional career within the taxation field. I founded my own private practice in 1992. Prior to that I was the Federal Tax Manager for a major Cleveland financial institution beginning in 1987. I was employed in the tax department of Hausser+ Taylor, CPA’s, Ohio’s largest regional public accounting firm from 1982 through 1987.
Education & Professional:
1982 University of Akron (B.S. Accounting)
1993 John Carroll University (MBA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
Advanced Tax Coursework, Michigan State University
Professional Activities:
Several seminar talks in Northeast Ohio on taxation subjects
Local media appearances: WHK radio and TV8’s Call for Action
Quoted/Referenced: Worth magazine, Esquire magazine, Home Office Computing magazine, Mutual Funds magazine, and Physician’s Financial News journal
Interviewed for research on an article in Money magazine
Assisted in editing Harcourt Brace’s Personal Financial Planning Portfolios for CFP practitioners
Article published in Journal of Financial Planning
Editorially contributed to the book The Green Magazine Guide to Personal Finance (Doubleday 1998) by Ken Kurson.
Professional Membership:
American Institute of Certified Public Accountants (AICPA)
Ohio Society of Certified Public Accountants (OSCPA)
Financial Planning Association (FPA)