carole foos team member page portrait

CAROLE C. FOOS CPA

PARTNER

Carole Foos is a Certified Public Accountant (CPA) and tax consultant to OJM Group clients, including physicians, professionals, and their businesses. Carole has over 25 years of experience in accounting, tax planning, and financial consulting. She was formerly a manager in the tax department of a Big 4 firm and spent several years in public accounting at local firms.

Carole is a co-author of more than a dozen financial resources, including Wealth Management Made Simple, For Doctors Only and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. She has also authored numerous articles and presented lectures, webcasts, and podcasts on tax planning, wealth management, and other financial topics.

Carole serves on the Archbishop Moeller High School Academic Committee and the University of Cincinnati Economics Center Development Committee and is a member of the AICPA and OSCPA.

Education and Professional Designations
 
Xavier University
BS in Business Administration (Accounting)
 
Certified Public Accountant

RECENT ARTICLES

Tax Return_Corp_Individual
David Mandell

2019 Year-End Tax Tips

Although many taxpayers have just completed and filed their 2018 tax returns, it is already…
Tax Return_Corp_Individual
Webcasts

2019 Year-End Tax Planning Tips

Although many taxpayers have just recently filed their 2018 returns, it is already time to…
David Mandell

Increase Tax Deductions and Boost Retirement Savings with a Cash Balance Plan

A Cash Balance Plan is a Qualified Retirement Plan (QRP) that can provide physicians and…