(513) 858-6040
Secure File Upload
Pay
Client Center
Cody Tolle, CPA
Senior Manager
Professional Summary
Cody brings extensive experience in tax planning, compliance, and business advisory, with specialized knowledge of state and local tax matters. His background includes helping businesses navigate gross receipts taxes, multistate revenue sourcing and apportionment, research and development credits, and the tax considerations surrounding mergers, acquisitions, and other business transactions.
Working closely with business owners and their leadership teams, Cody identifies risks, strengthens compliance processes, uncovers planning opportunities, and translates complex tax rules into practical recommendations. His collaborative approach and attention to detail help clients adapt to changing tax requirements while supporting their long-term business goals.
Education and Certifications
BS in Accounting and BS in Finance, Wright State University
Certified Public Accountant, Ohio
Personal Profile
Outside of work, Cody enjoys spending time with his wife and twin boys. In his free time, he stays active by playing softball, golf, and basketball. He enjoys challenging himself with brain games such as chess, Rubik’s cubes, and trivia.
Client Services Team
