Logan Holman, Cpa

Logan Holman, Cpa Email and Phone Number

Vivify Co-Founder; Tax Advisor, People Connector @ Vivify
Logan Holman, Cpa's Location
Cincinnati, Ohio, United States, United States
Logan Holman, Cpa's Contact Details

Logan Holman, Cpa personal email

n/a
About Logan Holman, Cpa

I'm on a personal mission to debunk the boring accountant stereotype. I love meeting new people, connecting awesome people to each other, and I wholeheartedly think your CPA and all your financial advisors should be people you feel extremely comfortable with. After all, they know a lot about you and they should be there to serve you as a whole person... not just some numbers on a tax return or in a bank account.

Logan Holman, Cpa's Current Company Details
Vivify

Vivify

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Vivify Co-Founder; Tax Advisor, People Connector
Logan Holman, Cpa Work Experience Details
  • Vivify
    Co-Founder
    Vivify Jun 2023 - Present
    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.
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  • Cassady Schiller Cpas & Advisors
    Tax Manager
    Cassady Schiller Cpas & Advisors Jul 2019 - May 2022
    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.
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  • Cassady Schiller Cpas & Advisors
    Tax Senior Associate
    Cassady Schiller Cpas & Advisors Jul 2016 - Jun 2019
    Cincinnati, Ohio, Us
    View
  • Cassady Schiller Cpas & Advisors
    Tax Associate
    Cassady Schiller Cpas & Advisors Jan 2016 - Jun 2016
    Cincinnati, Ohio, Us
    View
  • Pwc
    Tax Associate
    Pwc Sep 2014 - Dec 2015
    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.
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  • Xavier University
    Bursar'S Office Receptionist
    Xavier University Jan 2011 - Dec 2013
    Cincinnati, Oh, Us
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  • Xavier University
    Peer Tutor
    Xavier University Jan 2011 - May 2012
    Cincinnati, Oh, Us
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  • Pwc
    Tax Intern
    Pwc Jun 2013 - Aug 2013
    Gb
    View
  • Cotton & Company Llp
    Accounting Intern
    Cotton & Company Llp May 2013 - May 2013
    Alexandria, Virginia, Us
    View
  • Marathon Petroleum Company
    Accounting Intern
    Marathon Petroleum Company May 2012 - Aug 2012
    Findlay, Ohio, Us
    View

Logan Holman, Cpa Skills

Leadership Microsoft Excel Time Management Teamwork Accounting Microsoft Word Customer Service Public Speaking Microsoft Office Outlook Financial Analysis Event Planning Critical Thinking Data Analysis Fundraising Powerpoint Team Leadership Teaching Microsoft Powerpoint Social Media

Logan Holman, Cpa Education Details

  • Xavier University
    Xavier University
    Accounting And Finance

Frequently Asked Questions about Logan Holman, Cpa

What company does Logan Holman, Cpa work for?

Logan Holman, Cpa works for Vivify

What is Logan Holman, Cpa's role at the current company?

Logan Holman, Cpa's current role is Vivify Co-Founder; Tax Advisor, People Connector.

What is Logan Holman, Cpa's email address?

Logan Holman, Cpa's email address is lh****@****cpa.com

What schools did Logan Holman, Cpa attend?

Logan Holman, Cpa attended Xavier University.

What are some of Logan Holman, Cpa's interests?

Logan Holman, Cpa has interest in Children.

What skills is Logan Holman, Cpa known for?

Logan Holman, Cpa has skills like Leadership, Microsoft Excel, Time Management, Teamwork, Accounting, Microsoft Word, Customer Service, Public Speaking, Microsoft Office, Outlook, Financial Analysis, Event Planning.

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