Meet Tom Banks - CPA, Managing Partner


Tom Banks - avid hunter, family man

Tom Banks - avid hunter, family man

Snapshot

  • CPA, Managing Partner
  • Specializes in total business accounting, tax and financial services
  • Dedicated husband, father, churchgoer
  • Avid hunter with an itch for a shot of adrenaline

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Professional Experience

  • Over 20 years of public accounting experience in preparing taxes, including individual, partnership, corporate, trust, estate, and exempt organization returns
  • Financial statement preparation, including compilations, reviews, and audits for all businesses (i.e. financial statement preparation for construction clients for bonding purposes or reviews of financial statements for not-for-profit organizations)
  • Positioning clients to grow – maximizing profits from start-up to eventual sale; attention to detail in every business aspect allows for growth and provides opportunities for improvement
  • Working alongside business owners of all sizes and types, from small local businesses to mid-sized regional companies with both domestic and international sales
  • Extensive experience servicing clients in the fields of construction, manufacturing, medical, retail, farming, technology services, residential and commercial real estate investment and management, professional practices, religious organizations, and not-for-profit organizations
  • Years of working closely with business owners and their staff, which lends itself to relationship-building, trust, and, in turn, meeting the needs of every client
  • Owner of multiple privately-held companies

Education

  • Mansfield Christian School - Graduated in 1990
  • Huntington University, Bachelor of Science, Majors in Accounting and Business Management - Graduated in 1994

Designations

  • Certified Public Accountant since 1997
  • Registered Representative
  • Registered Investment Advisor

Professional Memberships

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants

Organizational Affiliations

  • Board member on several local not-for-profit organizations
  • Advisory positions with multiple business clients
Tom Banks, CPA | Managing Partner

Tom Banks, CPA | Managing Partner


Tom Banks with his wife, Tammy, and their three children - Lauren, Lance, and Libby

Tom Banks with his wife, Tammy, and their three children - Lauren, Lance, and Libby


Other Information

Time away from the office is spent with my family, friends, church and at the lake. My family and I currently attend Berean Baptist Church and have been members there since 1998. My wife, Tammy, and I enjoy outdoor activities - such as boating, hiking, and recreational sports - with our three children, Lauren, Lance, and Libby. My son and I enjoy hunting, camping, and fishing together. We spend much of the summer at our lake cottage.

Did you know that Tom...

  • played 4 years of soccer at college?
  • bungee-jumped from 120 feet?
  • went on an African safari?
  • is an avid hunter?
  • loves to camp extreme?

Contact Tom:

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Interested in meeting other members of our team? You can view all members of our Mansfield and Loudonville accounting team here