Jay G. Tokar

Jay G. Tokar has a diverse accounting background with 20+ years in public accounting — including Big Four experience.

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Jay's Key Qualifications

• Certified Public Accountant (CPA)
• Accredited in Business Valuation (ABV)
• Certified Financial Planner (CFP)
• Certified in Financial Forensics (CFF)
• Personal Financial Specialist (PFS)*
• Series 7 Security License*
  *inactive status

Jay's Core Specialties

• Accounting/Assurance/Advisory/Tax Services
• Business valuation for divorce, partner/shareholder disputes, IRS estate or gift / Tax issues, merger for acquisition transactions
• Litigation support as expert witness
• Fraud investigations regarding internal controls or employee theft
• Real estate investment analysis and management
• Personal financial planning for private client group
• Entrepreneurial experience/start-ups/turnaround management

Education

John Carroll University, Cleveland, Ohio
B.S.B.A., Accounting