Cassady Schiller CPAs & Advisors

Firm Overview

Cassady Schiller CPAs & Advisors is a full service public accounting firm specializing in providing tax accounting, consulting and wealth management services to closely-held and family-owned companies and high net worth individuals. Cassady Schiller is committed to being a trusted partner through responsive personal service, dedicated to building relationships that instill financial confidence and security. Cassady Schiller’s approach is best described as confidence first, relationships that last.

Services

The services provided by Cassady Schiller include: tax compliance and consulting, audit, review and compilation services, business consulting, succession planning, estate planning, compensation planning, wealth management, process improvement consulting, valuation services and litigation services. Because almost half of our personnel are management, we bring many years of experience to the client relationship.

Cassady Schiller’s first priority is providing families and businesses with financial confidence. Our commitment to individual attention and specialized guidance helps us build lasting relationships that go well beyond the bottom line. Cassady Schiller is much more than an accounting business; we are a relationship business.

Past/Current Involvement with the Goering Center

Cassady Schiller CPAs & Advisors has been a Goering Center member for a number of years and consistently participates in luncheons, leadership forums and the annual Family & Private Business Awards. In addition, we are a corporate partner and Jay Rueger serves on the Goering Center’s Board of Advisors.

Contact Information

Primary Individual Contact

Julie Ballinger
jballinger@cassadyschiller.com
513-483-6254
4555 Lake Forest Dr., Ste. 400
Cincinnati, OH 45242
cassadyschiller.com
Year Founded: 1990