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Chuck Stevens, CPA/ABV, CFF, CVA
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Professional Experience
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Mr. Stevens began his career in public accounting in 1992 and is a cofounder of Cooney, Faulkner & Stevens, LLC. 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.
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Specialty
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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.
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Education
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B. S.B.A., University of Tennessee, Accounting
M.B.A., Xavier University with concentration in Accounting and Taxation
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Certifications
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Certified Public Accountant (CPA), Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants
Certified Valuation Analyst (CVA) by the National Association of Certified Valuation Analysts
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Professional Associations
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American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
National Association of Certified Valuation Analysts
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Community Involvement
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Dollars and Sense Committee, Crossroads Community Church, member
University Club of Cincinnati, Board of Governor, vice chair of finance committee; house committee member; membership and entertainment committee member; and former sports committee chairman
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Awards
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Forty Under 40 Award, Cincinnati Business Courier, 2007
Guest columnist on tax, business and financial issues for local media including The Business Courier, The Cincinnati Enquirer, WCPO Channel 9 and WNKU 89.7 FM
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