Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

We pride ourselves on being a “boutique” Firm and value the ability to offer a personalized level of service to our clientele, that often times is overlooked in larger Firms. We uphold the highest level of professionalism by utilizing the best tax software system available to our industry, and keep up to date with the ever-changing tax laws and industry standards.

Meet Our Team

Julie A. Jaram, MBA


Julie has worked with Individual, Corporate, and Common Interest Realty Association clients since 2001. She has managed numerous Audit and Review engagements, and has prepared many different types of tax returns throughout her career. She is currently focusing on the operational side of managing the Firm and new business development at this time. Julie proudly serves on the Board of Directors for the Northern Ohio Chapter of Community Associations Institute (CAI), and previously served multiple terms on the Board of Directors for the Central Ohio Chapter. She earned a Master of Business Administration (MBA) from Cleveland State University.

Jay D. Ewers, CPA, CIA


Jay has over 30 years of accounting experience, and has held financial executive positions in corporations ranging from early stage to high profile public companies with global operations in the medical equipment, manufacturing and semiconductor industries. From 1987 – 1997, he was a Partner and chief accounting officer of a Management company specializing in Condominium & Homeowners’ Association services. He has also worked in private practice providing accounting and advisory services to both publicly traded and privately-held companies. Jay received his CPA license in 1987 and is also a certified internal auditor (CIA).

Maria L. Calo, CPA


Maria has worked as a Senior Tax Consultant in Public Accounting as well as a Tax Commissioner Agent for the Ohio Department of Taxation throughout her career. Her prior experience as a radio personality on WMMS offers her ability to clearly communicate as well as maintain business relationships with our valued clients.

Elaine M. Lamb

Elaine has worked in Public Accounting as an Auditor serving audit and tax credit clients in the Affordable Housing and Community Development space. She also has experience in the public sector as an Auditor for the State of Ohio – Auditor of State and an Assistant National Bank examiner for the Office of the Comptroller of the Currency. She holds a Master of Accountancy (MAcc) degree from Baldwin Wallace University and is an affiliate member of The Ohio Society of CPAs.

Anne S. Hill, Administrative Assistant

Anne has worked in the public and private sector throughout her career. Her experience includes working for a local parish, as well as banking and manufacturing industries. She enjoys working with our diverse clientele and is not afraid to undertake a suitable challenge.