Cynthia M. Kula, CPA/PFS, CFP®
Director of Tax

With more than 40 years of public accounting experience, Cindy has spent most of her time concentrating in taxation.

As the director of tax, she regularly assists clients with tax, financial, and estate planning, Cindy also oversees quality control for the tax department. She specializes in partnership and S corporation tax law as well as helping the Boomer Generation with financial, estate, and tax planning. In addition, Cindy leads the firm’s Affordable Care Act and Tangible Property Regulations initiatives. 

Cindy is a frequent speaker and writer to industry and community groups, trade associations, The OSCPA,and the Burton D. Morgan Center of Entrepreneurship. She also volunteers for several events and organizations.

CINDY ENJOYS … walking, volunteering, and spending time with family

 

Link to Cindy!

 
Amherst financial plan

Education and Awards

  • Bachelor of Science in computer and information science, Cleveland State University
  • Certified in financial planning
  • Personal financial specialist
  • National PTA, honorary life member
  • Ohio PTA, honorary life member

Professional and Civic

  • American Institute of CPAs, member
  • The Ohio Society of CPAs, member
  • The OSCPA Scholarship Committee, member
  • The OSCPA Global Advisory Committee, member
  • The OSCPA MEGA Tax Conference, past planning committee member
  • Parma City Schools, strategic planning committee member
  • St. Columbkille, Eucharistic minister, and former PSR instructor
  • St. Columbkille Federal Credit Union, supervisory committee member
  • Parent Teacher Association, past member and president

 

SPEAKING ENGAGEMENTS

PAST: