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

image showing money, balances and charts for cash balance plan
Jason O'Dell

Cash Balance Plans in 2025

Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…
image showing us dollar, flag and tax form
Carole Foos

Potential 2025 Tax Law Changes

As we begin 2025 with a new President and a Republican majority in both houses…
image showing money and charitable donation
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…