Barb Theofilos, CPA, MBA
Accounting and Tax Services Manager
Barbara joined the firm in 2005 and is a member of the accounting and tax group and the not-for profit tax team. In her role as accounting and tax services manager, Barb provides clients with guidance related to accounting and tax issues for private businesses including multi-generational companies and family owned businesses. She assists non-profit clients with management, preparation, and filing of IRS Form 990 and 990-T returns. She also helps individual clients by implementing tax planning strategies and reducing their tax obligations.
Barb’s background with Federal rules and regulations, and how they affect not-for-profit organizations, private businesses, and individuals has helped clients create strategies that meet their objectives and satisfy reporting requirements.
She earned her MBA from Cleveland State University and is a graduate of John Carroll University, where she earned her Bachelor of Science degree in Business Administration.
Barb is a member of the Accounting Tax Services Group, The Ohio Society of Certified Public Accountants, Women Advancing Women, the National MS Society, and serves on the Board of Directors of the The Estate Planning Council of Cleveland,
Chris Valponi, CPA
Audit and Assurance Manager
Chris works with employee benefit plans and OMB Circular A-133 requirements. He is also experienced with many types of specialized financial reporting requirements, the Federal Audit Clearing House, the Ohio Department of Jobs and Family Services Cost Reporting, the Ohio Arts Council Financial Form M, and the Department of Education's Integrated Postsecondary Data System reporting.
Chris manages client assurance and employee benefit plan audit engagements, assists with the preparation of the financial statements, and serves as a technical resource for client personnel.
He holds a CPA license and earned a bachelor's of Business Administration from Ohio University. He is a member of the Ohio Society of CPAs.
DeAnna Alger, CPA, MBA
Accounting and Tax Supervisor
DeAnna joined the firm in 2008 and is a member of the accounting and tax group and the not-for profit tax team. In her role as accounting and tax services supervisor, DeAnna provides clients with guidance related to accounting and tax issues for private businesses, including multi-generational companies and family-owned businesses. She also helps individual clients by implementing tax-planning strategies to reduce their tax obligations.
DeAnna's background with federal rules and regulations and how they affect not-for-profit organizations, private businesses, and individuals has helped clients create strategies that meet their objectives.
She earned her Bachelor of Science degree in Accounting and MBA from Kent State University.
DeAnna is a member of The American Institute of Certified Public Accountants, The Ohio Society of Certified Public Accountants, and The Estate Planning Council of Cleveland.
