Tony graduated from Miami University in 1990 and worked for the next 11 years for privately held companies performing all internal accounting and office management functions – AR, AP, Payroll, Financial Statements, HR, Insurance, Banking Relationships, Compensation Plans and co-ordination of external audits by CPA firms, banks & government agencies. He also spent a year working for the IRS and preparing tax returns for a small firm during this time. In 1996, he earned a Masters in Business Administration from Xavier University with a concentration in Taxation and became a CPA in 2001 when he started his public accounting career. Late in 2004, he formed what is now Mort & McQueary (originally Controllership Group, Inc.) He is the managing partner and focuses his time on consulting as a controller for clients in multiple industries along with tax compliance and planning.
Matthew graduated from Northern Kentucky University in 2006 and immediately began working in public accounting performing audits and attestation (A&A) engagements for a variety of clients, including service entities, construction contractors and nonprofits. Beginning in 2013, Matthew took his auditing career in a different direction, and for six years, worked in internal audit at two Fortune 500 companies in the Greater Cincinnati Area improving processes and related internal controls companywide. In 2019, he returned to public accounting managing A&A engagements with a leading firm in the region. He joined Mort & McQueary CPAS in 2020, first as a principal and A&A practice leader, then becoming a shareholder during the same year.
Kathy graduated from Old Dominion University in Norfolk, VA and became a CPA in 2008. She most recently worked for a small CPA firm in Christiansburg, Virginia for 9 years, and then moved back to the Cincinnati area. She is licensed as a CPA in Kentucky, Virginia and Ohio and has more than 15 years working with clients on income tax planning/preparation, payroll taxes, Quickbooks set up and other small business accounting and tax needs. She has been with Mort & McQueary eight years.
Tonya graduated from Miami University in 1990 and worked 15 years for Firth Third Bank as a systems analyst before joining Mort & McQueary, CPAs in 2005. She is in charge of handling multiple client’s bookkeeping services including personal and business daily banking, processing of payables, Quickbooks setup, assisting with payroll processing and many other professional services.
Judy brought 20 years public accounting office experience with her when she joined Mort & McQueary in 2016. As the Office Manager of Mort & McQueary, she is in charge of administratively assisting the partners and staff with their day-to-day professional services. She is also responsible for performing general QuickBooks bookkeeping and payroll for clients as well as basic tax preparation.
Rita has been with the firm since 2019. She previously worked 13 years as the administrative assistant manager at Ohio Valley Wine and Beer Distributing Company. She brings customer service and bookkeeping experience. She is also responsible for performing general QuickBooks bookkeeping and basic tax preparation.
Patty graduated from the University of Cincinnati in 2006. She worked for a local family office for 12 years and then six years at their corporate office before joining Mort & McQueary in 2019. She has vast experience in preparing tax returns and in bookkeeping.
1241 Nagel Road
Cincinnati, OH 45255
Tel: (513) 834-9034
Fax: (513) 834-9038