A Certified Public Accountant, Personal Financial Specialist and Certified Internal Auditor with tax, Big 4 public accounting, and auditing experience in manufacturing, agriculture, retail, insurance, financial, and professional service industries. In his practice, Ben specializes in taxation of individuals, small businesses, estates, and trusts. For his small business clients, he provides accounting, payroll, and outsourced CFO services.
He also provides IT audit services to corporate clients. He is driven by long-term client relationships and is a problem solver with a positive track record of identifying and implementing solutions to positively improve organizational systems and processes. Ben's focus in tax, accounting, and technology affords him the ability to help his clients comply with tax laws and regulations, design better processes and systems, manage risk, and create value.
He started his professional career as a financial analyst for a window & door company in Cincinnati; then, joined public accounting firm, Ernst & Young, in Columbus.
He also provides IT audit services to corporate clients. He is driven by long-term client relationships and is a problem solver with a positive track record of identifying and implementing solutions to positively improve organizational systems and processes. Ben's focus in tax, accounting, and technology affords him the ability to help his clients comply with tax laws and regulations, design better processes and systems, manage risk, and create value.
He started his professional career as a financial analyst for a window & door company in Cincinnati; then, joined public accounting firm, Ernst & Young, in Columbus.
Services
Schultz CPA, LLC, based in Columbus, Ohio, offers tax and accounting services to business owners, independent professionals, and individuals.
Single filer: Pays additional 0.9% Medicare surcharge (health insurance tax) on wages and self-employment income in excess of $200,000.
Pays additional 3.8% net investment income tax on certain income (e.g., capital gains, interest and dividend income) if modified adjusted gross income (MAGI) exceeds $200,000.
Sees itemized deductions and personal exemptions limited or completely phased out if AGI exceeds $259,400.
Single filer: Pays additional 0.9% Medicare surcharge (health insurance tax) on wages and self-employment income in excess of $200,000.
Pays additional 3.8% net investment income tax on certain income (e.g., capital gains, interest and dividend income) if modified adjusted gross income (MAGI) exceeds $200,000.
Sees itemized deductions and personal exemptions limited or completely phased out if AGI exceeds $259,400.
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