Headshot of Cathy Sheets

私はコミュニティに恩返しをしたいという強い思いやりと意欲を持っています。私はキャリアの中で、常に2つか3つの委員会に積極的に関わってきました。

キャシー シーツ
パートナー, CPA, MST

Experience

I advise entrepreneurial owners and private equity investors on strategies to minimize their tax liability. While I primarily strategize with clients of internationally active manufacturing companies, I also work with multistate businesses in both the manufacturing and services industries (with a focus in franchising) to meet their financial goals.

Looking back, I was drawn to this career because it seemed a good fit with my love of math and problem-solving. After nearly 30 years in the industry, I’m proud to have developed such a wide breadth of tax knowledge to draw on while working with staff and my clients. Having earned a reputation among my colleagues as a strategic thinker in this area is gratifying.

I’m frequently invited to speak on tax-planning matters, helping people navigate the ever-changing landscape. Most recently, I spoke at the Tuffy franchise national convention on tax planning for the future, and at the University of Toledo Family Business Center on strategic year-end tax planning. I currently serve as the Tax Education chair for Plante Moran’s internal tax trainings and have served as the Toledo Office Tax Director for many years.

I belong to the AICPA, the Ohio Society of CPAs, the Toledo Estate Planning Council, the ProMedica Plan committee, and the Toledo Chamber of Commerce tax committee. I also participate on the boards of the Toledo Opera Endowment and St. Ursula’s Endowment. I’m a past recipient of the “20 Under 40” Leadership award, the University of Toledo Accounting Alumni of the Year, and a designated Women’s Business Advocate for the U.S. Small Business Association. I have a B.B.A. and a M.T. from the University of Toledo.