Eric Robert Lear, CPA
Eric Robert Lear, Managing Partner, founded the firm in 1984 with a passion for business excellence. In addition to his commitment towards managing the firm’s strategic, personnel, and financial aspects, Eric brings his expertise in a wide array of accounting and advisory services. His areas of focus include strategic planning for small family-owned and mid-sized businesses, financial arrangements for businesses and individuals, customized financial planning for individuals, planning and negotiating complex business transactions, matrimonial planning, negotiations with the IRS and other taxing agencies, as well as tax planning and compliance services. Eric has achieved success with his clients across all industries through the use of goal assessment, strategic planning, and objective realization.
Eric heads the firm’s employee benefit plan audits and has successfully led the firm in receiving 30+ years of “pass” ratings with the AICPA Peer Review Program. The firm has also recently passed a quality control audit by the Department of Labor for one of its clients.
Eric volunteers his time with numerous professional, civic, and not-for-profit organizations. He has won numerous awards for his commitment to the community.
Eric is also the computer systems and security partner, client and public relationships partner, and the CPE coordinator at the firm.