Cincinnati July 1, 2022 – Burke & Schindler, PLL a Cincinnati-based regional CPA firm, founded in 1984 and provider of tax, accounting, business advisory, HR and Staffing, and Wealth Management services, has merged with the Richmond, Indiana CPA firm of Gillam & Zetzl.
Gillam & Zetzl (“G&Z”) was formed in 2001 as a result of a merger between Anthony (Tony) Gillam, CPA, and Zetzl & Ferkinhoff, CPA’s. G&Z provides accounting, tax, and consulting services to a broad spectrum of small to mid-sized businesses as well as individuals.
The merger is expected to expand the professional services currently offered at both firms. In addition to the traditional tax and assurance and accounting services provided, G&Z clients will now have access to Wealth Management, Business Valuation, HR & Staffing, and Business Transformation services.
Burke & Schindler is a leading regional Cincinnati-based consulting, accounting, and tax and wealth planning firm with clients in all 50 states as well as Europe and Asia.
Patrick J. Burke is the Managing Partner and founder of Burke & Schindler PLL and Concentric Wealth Management. Pat is a CPA, Lawyer, Author of four business books and holder of Series 7 and Series 66 Securities Licenses, and a recognized expert across multiple disciplines including mergers and acquisitions, business financing, and deal structuring.
Eugene S. Schindler is a Partner of Burke & Schindler and Concentric Wealth Management. Gene joined the firm in 1995 after nearly a decade in the tax departments of major industry firms, including PriceWaterhouse and Ernst and Young. Gene is a CPA and a graduate of the University of Kentucky. Gene also holds a Master of Business Administration from Xavier University and maintains a Series 7 and Series 66 Securities License. Gene has extensive experience across multiple industries and business types.