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 […]

Susan A. Rickert, CPA

Susan Rickert supports individual and business clients across the country in a wide range of industries including healthcare, hospitality, technology and rental real estate. As a QuickBooks Proadvisor, she excels in implementing and improving accounting systems, and helps small business owners confidently navigate their bookkeeping and compliance with income, payroll, and sales and use tax […]

Jane C. Orewiler, CPA, CFP

Jane Orewiler provides clients with expert guidance regarding federal, state and local tax in audit defense, tax planning and compliance matters. As an experienced tax advisor with more than 35 years of experience, she frequently represents clients before taxing jurisdictions in audits and refund reviews, achieving favorable outcomes in income tax examinations. Her clients include […]

Luke Downing, CPA

Luke Downing has experience in multiple industries including government, not-for-profit, affordable housing, real estate development and construction services. Luke provides attestation services that include internal control testing, compilations, reviews, and audit services. His extensive knowledge in these industries and services enables him to provide his clients with valuable insights and guidance. Luke understands the importance […]

Debbie Long

Debbie Long is a Business Development Manager responsible for building relationships with key stakeholders at Central Ohio companies. Debbie is dedicated to identifying the specific needs of individual businesses and working with the Clark Schaefer Hackett team to craft results-oriented solutions. Throughout this process, Debbie demonstrates¬† a genuine care for clients while promoting the best […]

Max Kraus, CPA

Max Kraus works on a variety of engagements ranging from financial statement compilations and reviews to audits and attestation services, working primarily with for not-for-profit and manufacturing clients. He views himself as a true client advocate, whether he is helping a client understanding reporting requirements under GAAP or requirements under the Single Audit Act Amendments […]

Kelly Hoehne Taylor, CPA

Kelly Hoehne Taylor specializes in not-for-profits and affordable housing. She provides expert guidance to clients in HUD, Rural Development, and Low-Income Housing Tax Credit engagements within the affordable housing industry. Kelly provides strategic insights to not-for-profit organizations in multiple areas including federally qualified health centers (FQHC), housing assistance organizations and behavioral healthcare organizations.

Nathan Hale, CPA

Nathan Hale performs audit procedures for various not-for-profit organizations, including federally qualified health centers (FQHC) and behavioral healthcare agencies, employee benefit plan groups, HUD, Rural Development and Section 42 low income housing tax credit projects. He has experience in all aspects of auditing, ranging from internal control testing to financial statement reporting. Nathan uses his […]

Jodi Stotz, CPA

Jodi Stotz has more than 15 years of public accounting experience in assurance services as well as corporate, individual and nonprofit taxation. She is responsible for all aspects of audit, review and compilation engagements and specializes in serving nonprofit organizations. Jodi is known for providing excellent client service and takes time to understand each organization […]

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 […]