Partner, Springline Advisory Indianapolis david.richardt@springlineadvisory.com | 317.860.1063 David serves as Partner. He brings a wealth of knowledge in outsourced accounting, bookkeeping, payroll, and financial reporting services. David earned his Bachelor of Science in Accounting from Ball State University. He joined the firm in 2011 where he started as an intern before becoming a Staff Accountant,…
Partner, Springline Advisory Indianapolis Accounting & Business Advisory Services jason.twomey@springlineadvisory.com | 317.860.1101 Jason serves as a Partner in Tax Services. His expertise lies in a wide range of tax and assurance services as well as process improvement. Jason received a Bachelor of Science in Accounting and Finance with a minor in Economics from IUPUI. With more…
Partner, Springline Advisory Indianapolis Accounting & Business Advisory Services andrew.terry@springlineadvisory.com | 317.860.1074 Andrew serves as a Partner in the Accounting and Business Advisory Services Practice. He focuses on financial statement reviews and compilations, including planning and execution. Andrew received his Bachelor of Science in Accounting and Finance from Indiana University. With 14 years of public…
Partner, Springline Advisory, Indianapolis richard.smith@springlineadvisory.com | 317.860.1071 Richard Smith, MST, CGMA serves as a Partner. He specializes in partnership and flow-through taxation, corporate and flow-through business structuring, mergers and acquisitions transactions, business and individual tax planning, and reviews filings and tax positions for various corporation and partnership tax returns. He serves various industries including manufacturing,…
Partner, Springline Advisory Indianapolis State Tax Services kyle.simmerman@springlineadvisory.com | 317.860.1387 Kyle Simmerman brings a wealth of knowledge to the firm in State Tax. He works with entrepreneurs in closely held businesses to provide state tax solutions to maximize state credits and minimize state liabilities. His expertise lies in nexus-related matters, franchise tax, property tax, sales…
Office Managing Partner, Springline Advisory Indianapolis Assurance Services shelley.mattaliano@springlineadvisory.com | 317.860.1378 Shelley Mattaliano serves as Managing Partner. She specializes in Assurance Services, developing the optimum approach tailored to each assurance engagement. Shelley brings over 25 years of experience to the firm. She attended Syracuse University, where she earned a Bachelor of Science. Prior to BGBC,…
Partner, Springline Advisory Indianapolis Tax Services brent.holman@springlineadvisory.com | 317.860.1382 Brent Holman, CPA serves as a Partner in Tax Services. He received his Bachelor of Science in Business from Indiana University’s Kelley School of Business, and has twelve years of public accounting experience including tax planning and compliance for multi-state corporations, partnerships, and individuals. Brent works…