Neate, who has been with the firm for ten years, has successfully worked with high net worth individuals and multi-generational family owned businesses with tax planning, compliance, and audit resolution in the areas of federal, state, and local taxation. He has experience in many different industries including real estate, manufacturing, distribution, and professional service companies. In addition to tax services, he provides business advisory services to help his client base achieve their financial goals and prosper.
“Brett has demonstrated that he is an outstanding leader who truly cares about our clients and their success. As a partner, he will lead our client service initiatives, develop the staff through innovative practices and continue to strengthen the firm profile to achieve its next wave of growth.” said Baum.
Brett received his Masters of Taxation from the University of Akron and earned his Bachelor of Arts in Business Administration with an accounting emphasis from Baldwin-Wallace College. He is a member of the American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants, and the Tax Club of Cleveland.
He successfully completed the Emerging Leaders Academy, a three-year program within the Upstream Academy Network that proactively prepares dedicated individuals in the accounting field for future firm leadership positions. Brett is also a member of The Muldoon Partners, WIRE-Net, the Holden Arboretum’s Emergent Leaders.
The firm, now in its 77th year, serves clients with accounting, tax, audit and assurance, and business advisory services across all industries. To learn more about our many individual and business solutions, visit http://www.zinnerco.com/our-services