Doug Terry

CPA, ABV, MBA, JD | Senior Manager

Douglas A. Terry, CPA/ABV, JD, MBA, Senior Manager –

Education & Professional Designations

  • BA from West Virginia University
  • Accreditation in Business Valuation (ABV) Certification
  • MBA from The Ohio State University
  • Doctor of Jurisprudence

About Doug

I do several things within the firm. First, I ensure the timely completion and filing of clients’ annual tax returns. These clients consist of businesses, trusts, estates, and individuals. Second, I consult with clients on a continuous basis on how to optimize their tax situations and minimize their tax liabilities. Third, I perform business valuations for clients. Finally, I frequently assist clients with the purchase and sales of businesses. I enjoy being involved in clients’ economics and helping them generate and preserve wealth and maximize their after-tax income.

I enjoy continuously learning. I started my education by getting a B.A. from West Virginia University. I have also received my CPA license, my Accreditation in Business Valuation (ABV) certification, an MBA from The Ohio State University as well as a Doctor of Jurisprudence. Outside of a love for learning I enjoy playing tennis and golf.

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Frank Bevilacqua SR

Frank P. Bevilacqua, CPA, MBA

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Sue Casey

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Jaque Chon

Jacqueline Chon

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Nathan DeRoos

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ROOSEVELT EDOUARD

Roosevelt Edouard

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Christine Gohring

Christine Gohring

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Ben Gommel 

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Katherine Grote

Katherine Grote 

Accounting Intern

Julie Ivascu

Julie Ivascu

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Jim Koney, QPA 

Manager of Retirement Plan Services

Tyler Labas

Tyler Labas

CPA, MBA l Senior Accountant

Iryna Nedoshytko

Iryna Nedoshytko

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