Keri Boergert has more than 20 years of experience providing business and personal tax compliance, tax research, and tax planning services for a wide range of closely held businesses.
Keri’s experience extends to all aspects of corporate income and franchise tax, pass-through entity tax, sales/use tax, employment tax and personal property tax. Her practice includes both tax compliance and consulting engagements (e.g., state tax planning and structural analysis, merger and acquisition due diligence, nexus studies, voluntary disclosures, state refund claims, and state audit representation). She also has experience handling a variety of litigation support cases. Additionally, she has drafted and reviewed business organizational documents and contracts as well as various legal complaints, responses, motions, and briefs for litigation cases when she was a practicing attorney.
Licensed Attorney - Ohio
Admitted to practice in the United States District Court for the Northern District of Ohio.
Ohio State Bar Association
Cleveland Metropolitan Bar Association
Cleveland Metropolitan Bar Association, Women in Law Section
Cleveland Chapter of the Association for Corporate Growth
Riverside Youth Soccer Club – Treasurer
Mentor Public Library – Board of Directors Trustee (2013 – 2017)
J.D., Thomas M. Cooley Law School (now known as Western Michigan University Cooley Law School)
B.S.B.A., Accounting, The Ohio State University
Phone: (513) 338-8859