Logan Holman, Cpa Email & Phone Number

After working for almost a decade in traditional public accounting firms, I saw the need for a refreshed VIVIFIED approach to personal income taxes. I’ve seen countless examples of really smart and successful people frustrated and lacking confidence when dealing with their taxes. There are daunting do-it-yourself options or complex and intimidating high-priced firms. My passion is to empower individuals who want a middle ground and are ready to take control of their taxes. By simplifying the process, offering clarity and personalized support, I want to help as many people as possible feel comfortable and confident with their taxes, and ultimately their entire financial journey.

Cincinnati, Ohio, Us

Managed relationships, annual tax compliance, and special projects for 100+ privately held businesses, their owners, and high net worth individuals; partnered with internal and external stakeholders including lawyers & wealth management teams on yearly financial plans.Handled billing for $750K+ annual firm revenue, from invoice creation to receivable follow-up communication.Engaged in special projects including succession planning, business valuation, and retirement planningDeveloped, coached, trained, and evaluated four employees as their direct report. Instituted & led annual leadership program, where 10+ college students were on-site for an immersive two-day seminar, resulting in earlier and stronger talent pipeline identification.Drafted competency lists for all levels and worked with HR to revamp coaching and development program.

Cincinnati, Ohio, Us

Cincinnati, Ohio, Us

Gb

Effectively performed yearly duties for four corporate tax client teams, while also accepting impromptu projects as requested, including independently traveling to Indianapolis to assist with personal income tax compliance. Prepared all federal and state estimates, extensions, and income tax returns for a two-billion-dollar revenue client. Ultimately left on good terms, hoping to serve a higher quantity of clients with regional reach instead of a few global companies.

Cincinnati, Oh, Us

Cincinnati, Oh, Us

Gb

Alexandria, Virginia, Us

Findlay, Ohio, Us