Anna Helfen, CPA

Anna Helfen specializes in tax compliance and planning for exempt organizations. She has experience not just with annual federal and state tax reporting requirements but has also assisted with organizations obtaining or reinstating their tax-exempt status with the IRS. Anna has also assisted organizations with determining their exposure to unrelated business income tax and has […]

Melissa Meeker, CPA

Melissa Meeker has extensive experience with financial accounting software packages. She works with her clients to help them utilize the more complex functions of the software and implement financial controls and process improvements. Melissa specializes in accounting software implementation, training and troubleshooting. Along with her technical expertise, Melissa assists clients with various tax issues ranging […]

Richard E. Moon, CPA

Rick Moon has over eight years of assurance and consulting experience in the not-for-profit and affordable housing industries. In the affordable housing sector, he manages HUD, Rural Development and Low-Income Housing Tax Credit engagements. When serving not-for-profit organizations, Rick specializes in federally qualified health centers, housing assistance organizations, behavioral healthcare organizations and other not-for-profit organizations […]

Tina R. Wright, CPA

For over 20 years, Tina Wright has provided tax, accounting, controllership and consulting services to private physician healthcare practices and small businesses. She has experience with individual, corporate, and state and local tax compliance. She provides tax planning for high net worth individuals. Her consulting experience includes profit and loss tracking, productivity calculations, coordinating plan […]

Matthew T. Shroyer, CPA

Matt Shroyer’s primary area of expertise is providing audit, tax, and consultation services to not-for-profit organizations including OMB Circular A-133 compliance audits for recipients of federal awards. Matt also has extensive experience providing services to financial institutions, institutions of higher education, and long-term care facilities.

Jesse C. Young, CPA

Since 2005 Jesse Young has provided audit and financial consulting services for a variety of affordable housing and not-for-profit organizations, and specializes in assisting federally qualified health centers (FQHCs), community action agencies, affordable housing developers and managers, and organizations needing a Single Audit. Jesse has extensive affordable housing experience with HUD, Rural Development and Low-Income […]

Lance E. Drummond, QPA, QKA

Lance Drummond is responsible for the design, implementation, compliance, and administration of all types of qualified retirement plans. Lance is committed to providing clients with solutions to the retirement plan related problems they have experienced with other providers. Lance joined the firm in January, 2005 after working four years with a local third party administrative […]

Ryan A. Peters

Ryan Peters has seven years in healthcare management with responsibilities ranging from Surgery Center Administrator to Regional Operations Manager. Ryan has spent much of his career implementing management systems in healthcare facilities, while providing ongoing management support. Ryan managed 19 healthcare accounts while leading a team of six district managers in Ohio and West Virginia. […]

Robert R. Kitchen, CPA

Rob Kitchen plays an integral role in planning and executing audit and tax work for nonprofit developers of affordable housing, including Single Audit, HUD and conventional tax credit audits. He has experience completing and advising on cost certifications and carryovers to state housing authorities. Because Rob has significant background in both nonprofit taxation and assurance […]

Edward V. Walsh, CPA

Ed Walsh is a shareholder in the Columbus office. Upon graduating from the University of Notre Dame, Ed joined an international accounting firm. He joined CSH in 1985 and has assisted in the significant growth of the Columbus office. He is a member of the firm’s Executive Committee and chairs the firm’s Strategic Planning Committee. […]