Dave Toney began Accountax so he could set his own standard of client service.
Dave earned his undergraduate degree from the University of Cincinnati and his MBA from Xavier University. He is an Ohio CPA and member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Tax Coaches.
"Credentials" are important, of course but his real value comes from over 40 years of experience helping clients like you meet your tax, accounting, and financial challenges.
Ohio Accountancy Board - David Toney, CPA
Dave is a Registered Representative and Investment Adviser Representative of and For Cetera a Broker Dealer and Registered Investment Advisor.
Described as CPA 3.0 by his colleagues he is much more than a bean counter. He is always looking out for his client’s best interests and searching for ways to improve their lives. He has honed his professional skills working with the self-employed, medical service professionals, manufacturers, real estate agents and investors, property managers, and wholesalers. As a private company treasurer and controller he was responsible for issues ranging from financial management, HR and employee benefits, to information technology and inventory control. His diverse background and never ending educational pursuits allow him to bring a well rounded perspective to help you reach your goals.
In June of 2010 Mike released his first book, The Entrepreneur’s Guide to Forming a Business Entity. His second book, Why Didn’t My CPA Tell Me That?, a compendium of topics and co-authors, was released in April 2014 and reached best seller status on several Amazon lists.
Michael has a daughter, Jordan. She is an honors student and musician (flute, piano, and percussion).
Michael is a graduate of the University of Cincinnati College of Business Administration. He is an Ohio Certified Public Accountant (CPA), and Investment Advisor Representative (Fiduciary).
Ohio Accountancy Board - Michael McCormick, CPA
Mike is an Investment Adviser Representative of both Financial Gravity Wealth, Inc. a Registered Investment Adviser and eAdvisor, LLC a Registered Investment Advisor