Our Team

Dustin Shively

Dustin Shively

CPA – Owner

Dustin’s experience includes over 13 years of providing tax and business planning strategies to clients nationwide. His main focus is developing strategies for dental practices to create long-term wealth for the dentist. He is constantly pursuing new ways to increase the productivity and profitability of dental practices by providing in-depth analysis of a practice's operations.

Dustin uses his background in business consulting to create trackable metrics that are can be used by small one dentist practices to large multistate DSO’s to grow their practices.

Dustin is a graduate of Tiffin University and has a Masters degree in Taxation from Bowling Green State University. He is a member of the American Institute of Certified Public Accounts, the Ohio Society of Certified Public Accountants and a past president of the Toledo Estate Planning Council.

Dustin resides in Perrysburg, OH with his wife Sarah, daughter Lou and his Goldendoodle Bosley. He enjoys being a “serial entrepreneur”, travel and being outdoors in the summer months.

Tammy Scheuermann

Tammy Scheuermann

Director of Accounting

Tammy is the Director of Accounting with over 6 years of public accounting experience, over 10 years of bookkeeping experience working with a non-profit agency and over 8 years as a Manager, Customer Service in the banking industry in Canada. She is an expert in preparing financial statements utilizing various QuickBooks products to maintain the records. Tammy’s practice of accounting services focuses on maintaining clients records on a monthly basis, preparing financial statements on a monthly basis, performing year-end entries in preparation for tax, preparing 1099’s, filing business taxes, and troubleshooting QuickBooks issues for clients.

Tammy studied languages at the University of Ottawa and Western University majoring in French. She graduated from the University of Toledo with her Bachelors of Business Administration with a specialization in accounting. Tammy completed the Investment Funds in Canada while taking business classes through the Institute of Canadian Bankers; obtaining an honors status letter of accomplishment.

Tammy is a resident of Perrysburg with her husband. Their son, Britton, is a senior at the Miami University in Oxford, Ohio and daughter, Mackenzie, is a freshman at Coastal Carolina University in Conway, SC. Tammy enjoys scuba diving, boating, running, playing tennis and traveling to new places worldwide.

Anne

Anne

Director of Tax and Business Valuations

Anne is the Director of Tax and Business Valuations, with over 20 years of public accounting experience providing tax, accounting, and business valuation services. She is an expert in business and personal income taxes along with valuing businesses for multiple types of transactions and tax situations. Anne’s practice of tax services, focuses on tax compliance, planning and consulting for closely held businesses and individuals. Her Business Valuation practice focuses on valuations for estate and gift tax, owner disputes, divorce, sales transactions and buy-sell agreements. Her clients have included medical, manufacturing, professional services, charitable organizations, construction, service and high net worth individuals.

Anne graduated from Saint Mary’s Colling of Notre Dame, Indiana in 1994 with her Bachelors of Business Administration with a specialization in accounting. She is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. Anne serves as Treasurer of the Central Trail Elementary Parents’ Club.

Anne is a resident of Sylvania along with her three Children, her son Ian and twin daughters Emma and Olivia. She enjoys playing tennis, decorating her home and reading, if and when she ever has a free moment to herself..