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

financial book for doctors
Jason O'Dell

OJM Group Launches New Book for Physicians

OJM Group partners, Jason O'Dell, MS, CWM and Carole Foos, CPA, announce the launch of…
advisor working on portfolio
David Mandell

Are You Taking Advantage of Two Everyday Tax-Favored Assets?

Like everyone we have ever worked with, you likely want to reduce your taxes as…
are your finances ready for 2020
David Mandell

Are Your Finances Ready? Advice for the New Year

OJM Partners Jason O'Dell, David Mandell and Carole Foos, along with Director of Financial Planning…