Doug Terry

CPA, ABV, MBA, JD | Senior Manager

Doug Terry

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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