Cindy Kula
EDUCATION & BACKGROUND
Cindy received her B.S. in Computer and Information Science (with a minor in Accounting) from Cleveland State University in 1975. She became a CPA in 1980, a Certified Financial Planner in 1994, and a WD&W employee in 2005 through the merger with Veres & Co.
She received her Personal Financial Specialist (PFS) designation in 2008.
SPECIALTY AREAS
Cindy has over 35 years of public accounting experience with a concentration in taxation. She is a Director of Tax Services and Chairperson of the Financial Planning Group.
She assists clients with tax, financial, and estate planning and is also a member of the Firm's Manufacturing, Construction, and Real Estate Practice Groups. Her primary focus is in partnership and S corporation tax law, in particular, as it applies to the real estate and construction industries.
PROFESSIONAL MEMBERSHIPS
- The Ohio Society of CPAs -Tax and Financial Planning Sections
- The American Institute of CPAs (AICPA) - Tax and Financial Planning Sections
- AICPA - Personal Financial Specialist
COMMUNITY OUTREACH
Cindy is on the Supervisory Committee of the St. Columbkille Federal Credit Union. She is active at St. Columbkille and is a Eucharistic Minister.
BEHIND THE CREDENTIALS
Why do you do what you do? I do what I do because I like working with people. I have never had a "job." I enjoy working with my clients and helping them find solutions. My clients know that they are being treated as a member of my own family.
What did you learn during your first year on the job that you still use today? That I need to search for my own answers (that is the only way I will retain what I learned), accept challenges (failures breed success), and explore opportunities (and then seize them).
If your child wanted to own his own business, what would you tell him? Go for it!!! We all need to explore and seize opportunities. We need to live our lives without regrets.
What is one character trait you highly value? True concern for others.
What’s your claim to fame? My French Onion Soup!
What was the first car you ever owned? A 1976 dark blue Camaro with a white landau roof. It was my best car ever!!!
What one thing would most people find surprising about you? I was not an accounting major.
If you could have lunch with anyone, living or dead, whom would it be? My sons-They are the joy of my life!
What was your favorite toy as a child? This doll that was bigger than I was!
