About Cleveland Futch

I have been in the CPA industry since January 1982. I started my own CPA practice in 1984 and joined in partnership with Don in June 2004. Don and I have the same vision of assisting small business and individuals in growing their businesses and reducing their taxes. See "Our Philosophy" tab for our company philosophy.

My education includes a Master of Business Administration degree in Finance and Accounting and a Juris Doctor degree (law degree ). Though I am not a practicing lawyer, this training gives me certain tools that most CPAs might not possess. Because of my background in taxation Don has appointed me the "tax matters partner" for the firm.

I am also a licensed investment advisor. I advise clients on retirement and estate planning as well as income tax planning. I serve as an investment representative for many clients personal and retirement accounts.

Securities offered through KMS Financial Services, Inc.

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