DAYTON, OH / AGILITYPR.NEWS / December 07, 2021 / Individuals and small business owners will benefit from the professional insights Wood brings as a CPA with a Masters in Taxation
Buckingham Advisors, a comprehensive financial services firm with four locations across Ohio, today announced that Lisa Wood has joined the firm as Tax Director. Wood will be based in the company’s Columbus-area office in Westerville.
Wood graduated from the Ohio University with Bachelor Degrees in Accounting, Finance, and Business Pre-Law, and from the University of Denver with a Master of Taxation. She brings over 27 years of experience in public accounting.
“We are delighted to welcome Lisa to our team,” said Jay Buckingham. “Her tax expertise is a valuable addition for the firm and for our clients who will benefit from her broad experience helping align the solutions they need to achieve the best possible outcomes.”
Wood is a member of the Ohio Society of CPAs and the American Institute of Certified Public Accountants. She serves as a Board Member for the City of Hilliard, Ohio Board of Tax Appeals and is the President of the Central Ohio United States Air Force Academy Parent Group.
As a previous Tax Partner of Whalen & Company, CPAs and Earman and Wood CPAs, Wood has extensive experience working with individuals and closely held business owners in all phases of small business. As a part of Buckingham’s unique team of financial strategists, Wood will be focused on bringing a variety of tax and consulting services to individuals and closely held businesses in Ohio and surrounding states.
Ohio-based Buckingham Advisors is a unique team of professionals that works together to create professional and personal financial success for its clients. Buckingham’s professionals are fiduciaries, putting their clients’ needs ahead of their own. The company’s core purpose is to improve the lives of clients by providing clarity, simplicity, and the professional expertise of Buckingham’s financial planners, investment professionals, tax strategists and accounting team. Buckingham specializes in aligning the solutions clients need to help them achieve the best possible financial and life outcomes. The firm offers personal and business financial solutions, providing one team for all their clients’ financial needs. A free second-opinion service is available for prospective clients (no cost or obligation). For more information visit MyBuckingham.com.