Becky Simmons, CPA, MT

Becky knows the importance of listening to clients and understanding what they want to accomplish for their business before collaborating on tax planning strategies. Throughout the planning and execution phases, her sense of humor and diligent work ethic make her invaluable to clients’ financial teams.

Becky devotes a significant amount of time on tax compliance and consulting for commercial and residential development companies and their owners. She is well versed in the areas of like-kind exchanges, real estate fund compliance and consulting, and partnerships with tax-exempt and foreign partners. In addition to the real estate industry, Becky regularly works with professional service and manufacturing companies.

• Alpha Phi Fraternity at Case Western Reserve University (Marketing Adviser)
• Ohio Society of CPAs
• American Institute of CPAs

Becky lives in Lakewood, Ohio, with her French Bulldog. She loves to cook, watch sports and ride her bicycle, spending much of the summer on the Towpath Trail that runs through the heart of the Ohio & Erie Canalway.