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Home / Professionals / Tricia Werst, CPA

Tricia Werst applies her deep knowledge of tax technical issues to help a wide range of client businesses, including real estate partnerships, tax-exempt entities, high net worth individuals and S-Corporations. Tricia has spent the last few years working in New York City and Long Island with real estate and private equity companies. She has also represented high net worth business owners, helping them with strategic tax structuring and succession planning. She is adept in partnership tax issues as well as state and federal tax credits. Tricia enjoys serving her clients by offering proactive solutions and expert guidance.

Prior to joining Clark Schaefer Hackett, Tricia worked at both top 15 and Big Four firms. She has published several articles, provides tax updates for various organizations, and hosts seminars on technical tax areas of her practice, including tax research.

CPA – States of Ohio, New York
Ohio Society of Certified Public Accountants The New York State Society of CPAs
Retired Board member, Multiple Sclerosis Society – SW Ohio Retired Board Member, Rivendell Institute – Yale University, New Haven, Connecticut Volunteer at local inner city schools
B.S. of Accounting, cum laude, Boston College Gold Medallion Financial Executive Institute, Valencia College Tax Research Competency Certification

Certifications & Licensure

CPA – States of Ohio, New York

Professional Affiliations

Ohio Society of Certified Public Accountants The New York State Society of CPAs

Community Activities

Retired Board member, Multiple Sclerosis Society – SW Ohio Retired Board Member, Rivendell Institute – Yale University, New Haven, Connecticut Volunteer at local inner city schools

Education

B.S. of Accounting, cum laude, Boston College Gold Medallion Financial Executive Institute, Valencia College Tax Research Competency Certification

Industry & Service Specialization

Articles

From Tricia

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Featured Articles

Article

2 Min Read

Construction Business Owners: Two Accounting Mistakes to Avoid

Article

2 Min Read

6 Fundamentals of Not-For-Profit Financial Management

Article

2 Min Read

Not-for-Profits and Gift Card Donations: Bookkeeping Best Practices

Article

2 Min Read

Ohio State Auditor Warns to Stay Vigilant Amidst Rise in BEC Schemes

Article

2 Min Read

Spotting Charity Scams: How to Give Safely

Article

2 Min Read

Grants and Organizational Budgets for Not-for-Profits

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