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John Gerlach Accounting and Tax Preparation Services

Accounting, Auditing and Tax Preparation Services

John Gerlach & Company LLP

37 West Broad Street - Suite 800

Columbus, OH 43215

 

Phone: (614) 224-2164

Fax: (614) 224-1391

More About the Partners of John Gerlach & Company

T.J. Conger - CPA

Michael V. Gattas - CPA

David R. (Rusty) Wheatley, Jr. - CPA

Jon Yerian, CPA

T.J. is the engagement partner for numerous not-for-profit organizations and closely-held businesses. His not-for-profit clients include one of the largest community foundations in the country as well as trade associations, membership groups, and charitable organizations. He is well-versed in the common and not-so-common problems faced by executive directors, board members, and other organizational leaders.

 

Private sector clients include manufacturers, distributors, and a variety of other closely-held businesses. T.J. enjoys working with business owners and helping them solve problems, enhance their profitability, and achieve their personal and business financial goals.

 

Clients appreciate what he does for them, listen to his suggestions, and make earnest efforts to implement his recommendations. They value his availability and attentiveness, often commenting that he returns phone calls promptly-even during tax season. T.J. often brings value to the table by pointing out ways of reducing costs, taking advantage of opportunities, and maximizing tax positions.

 

Like his other partners, T.J. has spent time at client sites presenting a variety of educational programs. Most have dealt with tax and business planning, current tax matters, and new financial reporting requirements.

 

T.J. is proud to build upon one of John Gerlach & Company's core values-a standard of excellence, a tradition of trust.

 

When work is through, T.J. enjoys spending time with his wife, son, and daughter as well as golfing, traveling, and other outdoor activities.

Mike is engagement partner for numerous privately-held and family-owned businesses. He has been with the firm since 1990.

 

Mike's areas of concentration include income tax compliance and planning, financing, business succession planning, cash flow analysis and planning, IRS representation, and general accounting and consulting.

 

Mike enjoys building relationships with his clients and gives them lots of personal attention. He often serves as a sounding board for clients who are considering new ideas, services and/or procedures -- quickly evaluating the financial and economic impact within the larger context.

 

He attributes some of his success to hard work and finding a balance between work and family time. When not serving clients, Mike enjoys spending time with his wife, son and two daughters.

 

Summary of Experience

Rusty joined John Gerlach and Company in 1993 and became a partner in 2005. His areas of concentration include audits, reviews, and compilations. He also has knowledge of individual and corporate taxation.

 

Rusty has worked with a diverse client base that includes manufacturers, distributors, family owned businesses, retirement plans, and nonprofit organizations. He looks forward to receiving clients’ phone calls and assisting them with their day-to-day concerns. He prides himself on returning calls promptly and meeting deadlines.

 

Professional Affiliations

Rusty is a certified public accountant (CPA) and is licensed in the state of Ohio (since 1995). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants.

 

Education

Rusty graduated from Miami University in 1993 with a Bachelor of Science degree in Accountancy.

 

Interests

Rusty enjoys spending time with his wife, daughter, son and two golden retrievers. When not serving clients, he stays active by playing basketball, softball, and golf. He is a big fan of the Denver Broncos, the Cincinnati Reds and OSU football and basketball.

 

Jon joined John Gerlach and Company in 1997, upon graduating from Ohio University with a Bachelor of Business Administration degree in Accounting and Business Pre-Law.  His areas of concentration include all things tax, from planning and forecasting to compliance, IRS representation and general accounting and consulting.

 

Jon has worked with a diverse client base that includes manufacturers, retail companies, family owned businesses, sole proprietorships, and nonprofit organizations.  His clients range from those in the start-up phase to established, multi-generational family businesses.  He looks forward to working with clients, getting to know their businesses and ultimately their motivation and goals.

 

When not working, Jon enjoys spending time with his wife and four children.