Cooney Faulkner & Stevens, LLC
Description
Address: 3536 Edwards Rd #201, Cincinnati, OH 45208 Phone: (513) 768-6796: Hours: Website: : : : Place name: : : Category: Website: https://www.mcmcpa.com/cincinnati-based-cpa-firm-cooney-faulkner-stevens-joins-mcm Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cooney Faulkner & Stevens Posting publicly on the Web Write a review Reviews Be the first to review
Cooney Faulkner & Stevens, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cooney Faulkner & Stevens, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cooney Faulkner & Stevens, LLC Employees
Employee
Years
Job
Industry
Emily Heidt Emily Heidt's Cooney Faulkner & Stevens, LLC Experience June 2009 - April 2012
Job Tax Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young April 2012 - Present
Cooney Faulkner & Stevens, LLC June 2009 - April 2012
Deloitte Tax, LLP September 2005 - June 2009
Fifth Third Bank April 2005 - September 2005
Fifth Third Bank February 2003 - April 2005
Skills
Accounting, Financial Planning, Tax, Tax Returns, Estate Planning, Strategic Financial..., Auditing, Income Tax, CPA
Education
University of Cincinnati College of Business 2003 — 2005
MS, Accounting
University of Cincinnati College of Business 1998 — 2002
BBA, Finance, Accounting & Marketing
Walnut Hills High School
Ernst & Young April 2012 - Present
Cooney Faulkner & Stevens, LLC June 2009 - April 2012
Deloitte Tax, LLP September 2005 - June 2009
Fifth Third Bank April 2005 - September 2005
Fifth Third Bank February 2003 - April 2005
Skills
Accounting, Financial Planning, Tax, Tax Returns, Estate Planning, Strategic Financial..., Auditing, Income Tax, CPA
Education
University of Cincinnati College of Business 2003 — 2005
MS, Accounting
University of Cincinnati College of Business 1998 — 2002
BBA, Finance, Accounting & Marketing
Walnut Hills High School
Jeremy B. Taylor, CPA Jeremy B. Taylor, CPA's Cooney Faulkner & Stevens, LLC Experience February 2014 - Present
Job CPA at Cooney Faulkner & Stevens, LLC
Industry Accounting
Experience
Cooney Faulkner & Stevens, LLC February 2014 - Present
Grear & Company January 2013 - April 2013
Kearney & Company June 2012 - October 2012
Rippe & Kingston January 2012 - April 2012
Clark Schaefer Hackett January 1999 - November 2011
Skills
Financial Accounting, Auditing, Manufacturing, Nursing Homes, Family Business, Business Tax, Individual Taxation, Inventory Valuation, Internal Controls, M&A due diligence, Organizational..., Accounting Research, Employee Benefit Plan..., Due Diligence, Tax, Corporate Tax, Tax Preparation, Accounting, Employee Benefits, Financial Statements, GAAP, CPA, Tax Research, Assurance
Education
Miami University 1993 — 1998
Bachelor of Science, Business (Accountancy)
Cooney Faulkner & Stevens, LLC February 2014 - Present
Grear & Company January 2013 - April 2013
Kearney & Company June 2012 - October 2012
Rippe & Kingston January 2012 - April 2012
Clark Schaefer Hackett January 1999 - November 2011
Skills
Financial Accounting, Auditing, Manufacturing, Nursing Homes, Family Business, Business Tax, Individual Taxation, Inventory Valuation, Internal Controls, M&A due diligence, Organizational..., Accounting Research, Employee Benefit Plan..., Due Diligence, Tax, Corporate Tax, Tax Preparation, Accounting, Employee Benefits, Financial Statements, GAAP, CPA, Tax Research, Assurance
Education
Miami University 1993 — 1998
Bachelor of Science, Business (Accountancy)
Kelsey Allen Kelsey Allen's Cooney Faulkner & Stevens, LLC Experience June 2014 - August 2014
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US August 2015 - Present
Cooney Faulkner & Stevens, LLC June 2014 - August 2014
Noodles & Company December 2010 - August 2012
Skills
French, Spanish, Accounting, QuickBooks, MRI Software, Account Reconciliation, Microsoft Excel, Data Analysis, Organization, Facebook, Microsoft Word, Data Entry, Customer Service, Event Planning, Leadership, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Social Media, Time Management, Social Networking
Education
University of South Carolina-Columbia 2013 — 2015
Bachelor's Degree, International Business, Accounting
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Universidad Carlos III de Madrid 2014 — 2014
International Business
KPMG US August 2015 - Present
Cooney Faulkner & Stevens, LLC June 2014 - August 2014
Noodles & Company December 2010 - August 2012
Skills
French, Spanish, Accounting, QuickBooks, MRI Software, Account Reconciliation, Microsoft Excel, Data Analysis, Organization, Facebook, Microsoft Word, Data Entry, Customer Service, Event Planning, Leadership, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Social Media, Time Management, Social Networking
Education
University of South Carolina-Columbia 2013 — 2015
Bachelor's Degree, International Business, Accounting
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Universidad Carlos III de Madrid 2014 — 2014
International Business
Shari Lyn Shari Lyn's Cooney Faulkner & Stevens, LLC Experience January 2013 - April 2014
Job Realtor/Investor
Industry Real Estate
Experience
Sibcy Cline Realtors June 2015 - Present
Self-employed April 2014 - June 2015
Cooney Faulkner & Stevens, LLC January 2013 - April 2014
Crowe Horwath December 2008 - January 2013
Skills
Accounting, Customer Service, Microsoft Word, Auditing, Strategic Planning, Management, Project Management, Financial Analysis, PowerPoint, Income Tax, Sales and Use Tax, Property Tax Appeals, Federal & State Income..., Property Tax, Small Business, Investment Properties, Tax, Marketing, Real Estate, Sales, Negotiation, Contract Negotiation, Residential Homes
Education
University of Florida 1991 — 1997
Bachelor's degree, Accounting
University of Florida 1991 — 1997
Master's degree, Taxation
Sibcy Cline Realtors June 2015 - Present
Self-employed April 2014 - June 2015
Cooney Faulkner & Stevens, LLC January 2013 - April 2014
Crowe Horwath December 2008 - January 2013
Skills
Accounting, Customer Service, Microsoft Word, Auditing, Strategic Planning, Management, Project Management, Financial Analysis, PowerPoint, Income Tax, Sales and Use Tax, Property Tax Appeals, Federal & State Income..., Property Tax, Small Business, Investment Properties, Tax, Marketing, Real Estate, Sales, Negotiation, Contract Negotiation, Residential Homes
Education
University of Florida 1991 — 1997
Bachelor's degree, Accounting
University of Florida 1991 — 1997
Master's degree, Taxation
Don Dixon's Cooney Faulkner & Stevens, LLC Experience June 2006 - June 2007
Job Tax Director at Staffmark
Industry Staffing and Recruiting
Experience
Staffmark September 2008 - Present
Griffin Industries June 2007 - September 2008
Cooney Faulkner & Stevens, LLC June 2006 - June 2007
Dean Dorton May 2003 - June 2006
PwC January 2001 - May 2003
Clark Nuber 1998 - 2001
Skills
Accounting, Auditing, Tax, Sarbanes-Oxley Act, Financial Reporting, Payroll, General Ledger, QuickBooks, Tax Preparation, Account Reconciliation, Financial Statements, Financial Accounting, Accounts Payable, Internal Audit, Accounts Receivable, Payroll Taxes, PeopleSoft, Cash Flow, Cost Accounting, Financial Analysis, Bookkeeping, Tax Accounting, Finance, Corporate Tax, Tax Research, Sales Tax, US GAAP, CPA
Education
University of Kentucky 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Staffmark September 2008 - Present
Griffin Industries June 2007 - September 2008
Cooney Faulkner & Stevens, LLC June 2006 - June 2007
Dean Dorton May 2003 - June 2006
PwC January 2001 - May 2003
Clark Nuber 1998 - 2001
Skills
Accounting, Auditing, Tax, Sarbanes-Oxley Act, Financial Reporting, Payroll, General Ledger, QuickBooks, Tax Preparation, Account Reconciliation, Financial Statements, Financial Accounting, Accounts Payable, Internal Audit, Accounts Receivable, Payroll Taxes, PeopleSoft, Cash Flow, Cost Accounting, Financial Analysis, Bookkeeping, Tax Accounting, Finance, Corporate Tax, Tax Research, Sales Tax, US GAAP, CPA
Education
University of Kentucky 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Trishna Shah, CPA Trishna Shah, CPA's Cooney Faulkner & Stevens, LLC Experience July 2015 - Present
Job Senior Tax Accountant at Cooney Faulkner & Stevens, LLC
Industry Accounting
Experience
Cooney Faulkner & Stevens, LLC July 2015 - Present
Barnes Dennig August 2012 - July 2015
Donohoo, Cupp & Beck CPAs January 2012 - July 2012
The Ohio Department of Taxation March 2010 - January 2012
Manoranjan and Shaffer August 2009 - February 2010
PricewaterhouseCoopers January 2009 - June 2009
PricewaterhouseCoopers May 2008 - August 2008
Miami University Pacific Rim Business Program May 2007 - June 2007
Delta Delta Delta Sorority November 2006 - January 2007
Skills
CPA, Tax, Accounting, Corporate Tax
Education
University of Denver - Sturm College of Law 2012 — 2015
Master of Taxation, Tax Law/Taxation
Miami University 2005 — 2008
Bachelors, Accountancy
Centerville 2001 — 2005
High School Diploma
Cooney Faulkner & Stevens, LLC July 2015 - Present
Barnes Dennig August 2012 - July 2015
Donohoo, Cupp & Beck CPAs January 2012 - July 2012
The Ohio Department of Taxation March 2010 - January 2012
Manoranjan and Shaffer August 2009 - February 2010
PricewaterhouseCoopers January 2009 - June 2009
PricewaterhouseCoopers May 2008 - August 2008
Miami University Pacific Rim Business Program May 2007 - June 2007
Delta Delta Delta Sorority November 2006 - January 2007
Skills
CPA, Tax, Accounting, Corporate Tax
Education
University of Denver - Sturm College of Law 2012 — 2015
Master of Taxation, Tax Law/Taxation
Miami University 2005 — 2008
Bachelors, Accountancy
Centerville 2001 — 2005
High School Diploma
Ellen Wira's Cooney Faulkner & Stevens, LLC Experience February 2009 - Present
Job Firm Administrator at Cooney Faulkner & Stevens, LLC
Industry Human Resources
Experience
Cooney Faulkner & Stevens, LLC February 2009 - Present
Leap Consulting LLP March 2008 - Present
Keating, Muething & Klekamp April 2003 - March 2008
Thompson Hine LLP 2002 - 2003
Dinsmore & Shohl LLP 1997 - 2002
US Bank 1996 - 1997
Health Alliance 1994 - 1996
Skills
Marketing Communications, Event Planning, Editing, CRM, Staff Development, Proofreading, Social Media, Marketing Strategy, Mergers, Contract Negotiation, Email Marketing, Public Speaking, Public Relations, Event Management, Marketing, Media Relations, Corporate Communications, Press Releases, Leadership, Budgets, Internal Communications, Fundraising, Management, Business Development, Strategic Planning, Newsletters, Program Management, Digital Photography
Education
Miami University 1992 — 1993
master's, Mass Communications
Northern Kentucky University 1990 — 1992
bachelor's, journalism
Cooney Faulkner & Stevens, LLC February 2009 - Present
Leap Consulting LLP March 2008 - Present
Keating, Muething & Klekamp April 2003 - March 2008
Thompson Hine LLP 2002 - 2003
Dinsmore & Shohl LLP 1997 - 2002
US Bank 1996 - 1997
Health Alliance 1994 - 1996
Skills
Marketing Communications, Event Planning, Editing, CRM, Staff Development, Proofreading, Social Media, Marketing Strategy, Mergers, Contract Negotiation, Email Marketing, Public Speaking, Public Relations, Event Management, Marketing, Media Relations, Corporate Communications, Press Releases, Leadership, Budgets, Internal Communications, Fundraising, Management, Business Development, Strategic Planning, Newsletters, Program Management, Digital Photography
Education
Miami University 1992 — 1993
master's, Mass Communications
Northern Kentucky University 1990 — 1992
bachelor's, journalism
Jessica Rust's Cooney Faulkner & Stevens, LLC Experience January 2006 - April 2006
Job Client Experience
Industry Logistics and Supply Chain
Experience
Aero Fulfillment Services October 2014 - Present
Fifth Third Bank August 2009 - June 2014
Ipsos ASI 2007 - 2009
Parker Marketing Research, LLC 2006 - 2007
Cooney Faulkner & Stevens, LLC January 2006 - April 2006
Skills
Management, Marketing, Process Improvement, Team Leadership, Project Management, Advertising, Customer Service, Interviews, Marketing Research, Retail, Program Management
Education
University of Cincinnati 2001 — 2004
Bachelor's of Applied Science Marketing, Marketing
Aero Fulfillment Services October 2014 - Present
Fifth Third Bank August 2009 - June 2014
Ipsos ASI 2007 - 2009
Parker Marketing Research, LLC 2006 - 2007
Cooney Faulkner & Stevens, LLC January 2006 - April 2006
Skills
Management, Marketing, Process Improvement, Team Leadership, Project Management, Advertising, Customer Service, Interviews, Marketing Research, Retail, Program Management
Education
University of Cincinnati 2001 — 2004
Bachelor's of Applied Science Marketing, Marketing
Adam Wealer's Cooney Faulkner & Stevens, LLC Experience June 2015 - Present
Job Senior Tax Accountant
Industry Accounting
Experience
Cooney Faulkner & Stevens, LLC June 2015 - Present
Omnicare April 2013 - June 2015
Ernst and Rabe, CPA's 2009 - 2013
Deloitte Tax, LLP 2006 - 2009
PricewaterhouseCoopers January 2006 - April 2006
Cincinnati Symphony Orchestra January 2004 - January 2005
Skills
Tax Preparation, Corporate Tax, Tax Accounting
Education
University of Cincinnati College of Business 2005 — 2006
Master of Accountancy, Accounting
University of Cincinnati
Master of Music, Trombone Performance
Missouri State University
Bachelor of Science, Education
Cooney Faulkner & Stevens, LLC June 2015 - Present
Omnicare April 2013 - June 2015
Ernst and Rabe, CPA's 2009 - 2013
Deloitte Tax, LLP 2006 - 2009
PricewaterhouseCoopers January 2006 - April 2006
Cincinnati Symphony Orchestra January 2004 - January 2005
Skills
Tax Preparation, Corporate Tax, Tax Accounting
Education
University of Cincinnati College of Business 2005 — 2006
Master of Accountancy, Accounting
University of Cincinnati
Master of Music, Trombone Performance
Missouri State University
Bachelor of Science, Education
Jay Kuo, EA's Cooney Faulkner & Stevens, LLC Experience July 2015 - Present
Job "The hardest thing in the world to understand is the income tax" Albert Einstein
Industry Financial Services
Experience
Cooney Faulkner & Stevens, LLC July 2015 - Present
EY December 2013 - June 2015
Fifth Third Bank December 2009 - October 2013
Skills
Tax, Investments, Financial Services, Financial Analysis, Tax Preparation, Income Tax, Data Analysis, Tax Accounting, ProSystem fx Tax, High Net Worth..., Trust Taxation, Estate Tax Planning, Tax Research, Account Management, Tax Dispute Resolution, Accounting, Financial Reporting, Finance, CPA
Education
University of Cincinnati College of Business 2004 — 2009
Bachelors, Accounting
Dalian Jiaotong University 2007 — 2007
Non-degree program, Chinese Language & Culture
Cooney Faulkner & Stevens, LLC July 2015 - Present
EY December 2013 - June 2015
Fifth Third Bank December 2009 - October 2013
Skills
Tax, Investments, Financial Services, Financial Analysis, Tax Preparation, Income Tax, Data Analysis, Tax Accounting, ProSystem fx Tax, High Net Worth..., Trust Taxation, Estate Tax Planning, Tax Research, Account Management, Tax Dispute Resolution, Accounting, Financial Reporting, Finance, CPA
Education
University of Cincinnati College of Business 2004 — 2009
Bachelors, Accounting
Dalian Jiaotong University 2007 — 2007
Non-degree program, Chinese Language & Culture