Partner, Carole C. Foos, CPA

CAROLE C. FOOS CPA

PARTNER

Carole Foos is a Certified Public Accountant (CPA) and tax consultant to OJM Group clients, including physicians, professionals, and their businesses. Carole has over 25 years of experience in accounting, tax planning, and financial consulting. She was formerly a manager in the tax department of a Big 4 firm and spent several years in public accounting at local firms.

Carole is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. She has also authored numerous articles and presented lectures, webcasts, and podcasts on tax planning, wealth management, and other financial topics.

Carole is a member of the AICPA and OSCPA.

Education and Professional Designations
 
Xavier University
BS in Business Administration (Accounting)
 
Certified Public Accountant

RECENT ARTICLES, VIDEOS & PODCASTS

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David Mandell

Maximizing the Two-Fold Benefits of Your Charitable Donations

At year-end, many consider donations to charities but are not quite sure of the best…
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Playbook

Strategy #5 | Tax Planning

Author and OJM Group Partner, Carole Foos, CPA, introduces the 5th strategy, focused on Tax,…
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Playbook

2023 Consolidated Appropriations Act & Your Retirement

OJM Group Partner, Carole Foos, CPA, provides an overview of tax legislation that took effect…