
Jimmy A. Forbes
CPA*
*Licensed by the State of Ohio
About Jimmy
Jimmy Forbes is a partner in the Firm’s Tax & Business Services. He has more than 20 years of tax compliance and consulting experience with public and privately held companies. His experience includes several years with a national accounting firm, where he worked with small to midcap public companies and middle-market, privately held C- and S-corps. He has advised clients on structuring, due diligence, and compliance for mergers and acquisitions with values ranging from $1 million to $2 billion in value.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants (OSCPA)
- Dobama Theater, Treasurer
- Cleveland Hearing and Speech Center Finance Committee, Past Treasurer
- Plumbers Local 55 Credit Union, Supervisory Audit Committee, Past Chairman
Practice Focus
Tax Planning & Preparation
Transaction Advisory Services
Value Acceleration & Exit Planning
Education
Bachelor of Business Administration, Accounting
University of Toledo
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