Chuck Stevens

513-768-6790
cstevens@cfscpa.com

Professional Experience

Mr. Stevens began his career in public accounting in 1992 and co-founded Cooney Faulkner & Stevens, LLC in 1999. He provides accounting, taxation, valuation and business consulting services for individuals and closely-held businesses in various industries including professional service, manufacturing, oil and gas, retail, temporary staffing, technology, real estate, construction and distribution. Clients range in size from start-up businesses to over $1 billion in annual revenues.

He has performed business valuation services for family limited partnerships, manufacturers, distributors, publishers, retail pharmacies, general and specialty contractors, engineering, temporary staffing, dental laboratories, insurance agencies, and technology clients for use in gift and estate tax returns, shareholder disputes, domestic relations matters, and Employee Stock Ownership Plans. He has performed damage calculations in breach of contract and wrongful termination cases and has been admitted as an expert witness in Domestic Relations Court.

Mr. Stevens’ services include tax planning, projections, research and compliance; financial statement preparation and forecasts; estate planning; multi-state taxation consulting and compliance; business valuations; merger and acquisition analysis; litigation support and general business consulting.

Education

• M.B.A., Xavier University with concentration in Accounting and Taxation
• B.S.B.A., University of Tennessee, Accounting

Certifications

• Certified Public Accountant
• Accredited in Business Valuation
• Certified in Financial Forensics
• Certified Valuation Analyst

Professional Associations

• American Institute of Certified Public Accountants
• Ohio Society of Certified Public Accountants
• National Association of Certified Valuation Analysts

Community Involvement

• St. Ursula Villa School, Finance Committee and Strategic Development Committee, member
• Home Builders Association of Greater Cincinnati, Asset Management Committee, member
• Ronald McDonald House Charities of Greater Cincinnati, Strategic Development Committee, member
• University Club of Cincinnati, Finance Committee, member; former Board of Governor; Finance Committee Co-chair; Entertainment Committee, Chair; Sports Committee, Co-chair; House Committee, Sports Committee and Membership Committee, member
• Dollars and Sense Committee,  Crossroads Community Church, former member
• Over-the-Rhine Foundation, former board member and treasurer
• YMCA Child Development Services, former finance chair and management committee member
• Main Street Ventures, former board and finance committee member
• Accounting for Kids Day, volunteer

Speaking Engagements

• C-Cap Entrepreneur Boot Camp, Lecturer and Finance Panelist, 2009, 2010, 2011
• Guest columnist on tax, business and financial issues for local media including Cincinnati Business Courier, Cincinnati Enquirer, WCPO Channel 9 and WNKU 89.7 FM
• National Business Institute (NBI) Family Law in Ohio and Handling Ohio Divorce Cases from Start to Finish, lecturer

Awards

• National Multiple Sclerosis Society, Cincinnati Leadership Award, 2012
• TriState Success Award, awarded to CFS, 2010
• Forty Under 40 Award, Cincinnati Business Courier, 2006
• Small Business of the Year, awarded to CFS, 2004
• Five Star Wealth Manager 2012