Brett W. Neate, CPA, M.Tax 

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Brett Neate was named partner in 2015 and joined the firm in 2006 bringing with him a decade of experience. Brett’s expertise in Ohio and multi-state tax planning has helped clients remain compliant and sustainable while mitigating risk, improving cash flow, and reducing their tax obligation. Additionally, Brett works with clients doing business worldwide, whether based domestically or abroad. 

Brett also guides clients through audit resolution when facing federal, state, or local tax issues and his work with privately held and multi-generational businesses has allowed clients to adopt a strategic approach to realize long-term success.

Brett has experience in many different industries including real estate, manufacturing, distribution, retail and professional service companies. In addition to tax services, he provides business advisory services to help his clients achieve their financial goals and prosper.

Brett received his Bachelor of Arts in Business Administration with an accounting emphasis from Baldwin-Wallace College and his Masters of Taxation from the University of Akron.

The International Accounting Group (TIAG)
The American Institute of Certified Public Accountants (AICPA)
The Ohio Society of Certified Public Accountants (OSCPA)

Civic and Not-for-Profit Organizations
The Muldoon Partners
The Emerging Leaders Academy - Upstream Academy Network
Willoughby Western Area Chamber of Commerce

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