Elliott Davis, an accounting, tax and consulting services provider in the Southeast, announces that eight members of its professional services team have achieved shareholder status. The designation is effective as of Sept 1.
“These individuals have demonstrated a deep commitment to the development and growth of their respective practices and the firm as a whole,” says Rick Davis, CEO of Elliott Davis. “They’re all innovative thinkers who embody our future-ready approach to business and embrace their roles as change agents striving to transform what it means to be providers of tax, accounting and financial consulting services. We’re proud of their accomplishments and look forward to sharing in their continued success.”
The eight new shareholders are:
Denise Bailey, ABA, leads Elliott Davis’s Accounting Systems Consulting Group, providing businesses of various sizes with accounting, tax planning and compliance, and startup consulting. Bailey, who is based in the Greenville, South Carolina office, has specialized knowledge in accounting systems applications, accounting workflow processes and analysis, sales and use tax reporting and compliance, and payroll tax reporting and compliance. She holds a BS in accounting and a MBA from Franklin University, and is an Accredited Business Advisor in South Carolina and an Advanced Certified QuickBooks ProAdvisor.
Shelton Chambers, CPA, JD, is based in the Chattanooga office and works primarily in the areas of tax and estate planning for trusts, tax-exempt organizations and not-for-profit entities. Chambers advises clients on sophisticated estate plans, business transition plans and gifting mechanisms available to transition wealth to younger generations. She holds a BS in accounting and a JD from the University of Tennessee.
Michael Koupal, CPA, who is based in the Nashville office, provides accounting and assurance services to clients in the financial institution sector. With approximately 13 years of experience in public accounting, Koupal works with financial institutions ranging in size from $100 million to more than $3 billion in assets. He holds a BS in accounting and mathematics from Adrian College and a MA in accounting from Eastern Michigan University. Koupal is also a member of the American Institute of Certified Public Accountants, the Tennessee Bankers Association and the Risk Management Association.
Jeremy Migliara, CPA, is based in the Greenville office and serves as director of the State and Local Tax Technical Specialty Group. Migliara, who has more than 25 years of experience in accounting, works with clients in a variety of industries and consults with multistate taxpayers in addressing technical state tax issues in the areas of income and franchise tax, sales and use tax, property tax, employment tax and state credits. He holds a MA in taxation from the University of Florida, a BS in finance from Virginia Polytechnic Institute & State University and a BA in accounting from the University of Central Florida.
Eric Myers, CPA, is based in the Chattanooga office. With more than 13 years of experience in public accounting, Myers provides tax planning and compliance services to manufacturing and distribution companies with multi-state and international operations, private equity-owned portfolio companies and closely-held businesses. He holds a BA and MA in accounting from the University of Tennessee, and is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants
Ben Romeiser, CPA, who has more than 15 years of corporate tax experience in both industry and public accounting, is based in the Raleigh office. Romeiser specializes in tax consulting and structuring, and mergers and acquisitions for the manufacturing and distribution and tax transaction services teams. He holds a BS in accounting from the University of North Carolina at Wilmington, and is a member of the American Institute of Certified Public Accountants, the International Fiscal Association and the Association for Corporate Growth among others.
Thomas Self, CPA, is based in the firm’s Greenville office. Self has extensive experience providing holistic tax planning and compliance services to partnerships, corporations, trusts, estates and individuals. He holds a BA in accounting from Furman University, and a MA in accounting and JD from the University of South Carolina. Self is also a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants.
Marshall Stein, CPA, has more than 10 years of experience and is based in the firm’s Raleigh office. Stein provides accounting, assurance and consulting services to clients primarily in the commercial, construction, manufacturing and real estate industry sectors. He has a BA in business from Erskine College and a MA in public accounting from Clemson University. Stein is a member of the American Institute of Certified Public Accountants, the Association for Corporate Growth, the North Carolina Association of Certified Public Accountants, and the Construction Financial Management Association.