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Driving your business forward with dedicated support.

Robert (Bob) E. Gallagher, CFP®, MS Taxation - Co-Founder

Bob has more than 45 years of tax experience. His areas of expertise include taxation of individuals, sole proprietorships and fiduciaries. He earned a Master of Science degree in Taxation from Southeastern University in 1981. In 1990, he earned the Certified Financial Planner designation.

Bob worked in the national tax headquarters of General Business Services, Inc. in the subsidiary, General Tax Services, Inc., from 1971 through 1994, and taught tax update seminars to GBS business counselors across the United States from 1987 to 1990. Bob worked in the trust department of a large Virginia bank before joining the firm.

Bob's preferred focus areas are individual and sole proprietorships, estates, and trusts, especially when he can employ a tax planning viewpoint to assist the firm's customers.

Bob and his wife enjoy biking and hiking around the local countryside and trails. In the summertime, they participate in the festivals and celebrations around the area. He follows the Cleveland Indians and is an expert in music trivia.

Contact Bob:

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