Eric has a passion for client service and understands tax is not everyone’s favorite subject. He excels at interpreting the complexities of tax law and presenting it to clients in a manageable, easy to interpret way. Eric focuses his attention on finding the right solutions to tax complications, with a focus on quality at each step in the process, from engagement planning to delivering the tax return.
Since starting in public accounting in 2019, Eric has spent most of his career servicing clients in the regulated investment company (RIC) space. His primary focus includes reviewing taxable income calculations, excise distribution calculations and tax returns for various fund structures, including interval, master-feeder, fixed income, international, long-short and fund-of-funds. He works closely with his audit counterparts to ensure tax disclosures within the financial statements are appropriate and complete. Eric also has experience performing tax compliance and consulting services in the private equity/hedge fund space.
Outside of work, Eric enjoys staying active, attending live sporting events, and exploring local restaurants and state parks together with his wife in their resident city of Cuyahoga Falls, Ohio.