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
Expertise

Tax Planning & Preparation
Transaction Advisory Services
Value Acceleration & Exit Planning

Education

Bachelor of Business Administration, Accounting
University of Toledo