Jim Forbes

CPA
Partner

PROFESSIONAL EXPERIENCE

Jim has more than 20 years of tax compliance and consulting experience with public and privately held companies. His experience includes several years with a national accounting firm, where he worked with small to midcap public companies and middle-market, privately-held C- and S-corps. He has advised clients on structuring, due diligence, and compliance for mergers and acquisitions with values ranging from $1 million to $2 billion in value.

EDUCATION AND CERTIFICATIONS
  • University of Toledo
  • Certified Public Accountant (Ohio)
PROFESSIONAL ASSOCIATIONS
  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
COMMUNITY INVOLVEMENT
  • Cleveland Hearing and Speech Center, finance committee member and former treasurer
  • Dobama Theater, former treasurer
ASK ME ABOUT
  • My kids
  • Guitars
  • Single-malt scotch

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