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Meet our Partners & Principals

Schultz, Bertin & Co. is a full-service Certified Public Accounting firm located in Rocky River, Ohio serving businesses and individuals in the areas of tax, assurance, accounting, business consulting, and business management since 1987. Our reputation has been earned through providing first-class accounting services and distinctive advice to our clients.

We do this through exceptionally talented people lead by these three highly experienced professionals who make client service their number one priority.

Meet Our Partners & Principals:

Christopher D. Bertin, CPA (Partner)

Chris Bertin is also a partner with Schultz, Bertin & Co.  Chris started his career in 1977 with Touche Ross & Co. (Deloitte Touche). In 1985, Chris joined Schultz, Andrews & Co. and then founded Schultz, Bertin & Co. with Dick Schultz in 1987.  Chris has widespread knowledge of accounting and tax has primarily been focused in the manufacturing, construction, real estate, automobile dealers and professional service industries.  Chris has expertise in business valuations and litigation support involving expert testimony in such matters.

Email: Chris@schultzbertin.com

BACKGROUND

·       Graduate of University of Cincinnati with a Bachelors in Accountancy, Cum Laude

·       Certified Public Accountant

CONTINUING EDUCATION, PROFESSIONAL ASSOCIATIONS AND CIVIC ACTIVITIES

·       Member AICPA (American Institute of Certified Public Accountants)

·       Member OSCPA (Ohio Society of Certified Public Accountants)

.       Founding member of the Broadview Heights Chamber of Commerce

·       Past member of the Broadview Heights Planning Commission

·       Past Coach of the USA Wrestling – Ohio Junior National and Cadet Teams


Jeffrey M. Kurzweil, CPA, CFE (Partner)

Jeff has spent over 20 years in public accounting focusing on attestation, forensic and taxation engagements of individuals, corporations and partnerships. A significant portion of Jeff's time is spent consulting and income tax planning with his e-Commerce, manufacturing, healthcare and professional service clients including surgical centers, dental practices, private practice and mental health care physicians,veterinarian clinics and law firms.  Jeff also has vast experience in estate, gift and fiduciary tax compliance.  Jeff is a licensed Certified Fraud Examiner (CFE) as well as a Certified Public Accountant (CPA).

He has also been engaged to review deficiencies in internal controls and develop new strategies by implementing new policies to further enhance the control function.

His experience includes working with clients on a variety of complex issues including:

·       Tax compliance and tax planning for individuals and businesses, both small and large,

·       Review and implementation of new internal control strategies,

·       Fraud detection and risk,

·       Audits, reviews, and compilations of small businesses, corporate and NFP companies.

Email: Jeff@schultzbertin.com

BACKGROUND

·       Graduate of Heidelberg College in Tiffin, Ohio in 1998 with a Bachelors in Accountancy

·       Certified Public Accountant

·       Certified Fraud Examiner

CONTINUING EDUCATION, PROFESSIONAL ASSOCIATIONS AND CIVIC ACTIVITIES

·       Member AICPA (American Institute of Certified Public Accountants)

·       Member OSCPA (Ohio Society of Certified Public Accountants)

·       Member Certified Fraud Examiners Association

·       Varsity Football, Heidelberg College


Richard A. Schultz, CPA (Retired Partner)

Dick was a partner with Schultz, Bertin & Co. and now serves as a consultant.  He founded the firm in 1975 when it was Schultz, Andrews & Co located in downtown Cleveland.  Dick has an extensive professional career in accounting and tax concentrating on servicing closely held businesses and individuals in the medical, dental, legal, insurance, manufacturing, construction, real estate and automobile dealership industries.  A Certified Public Accountant, Dick has also taught various accounting and tax courses at Cuyahoga Community College.  He has instructed seminars for the Ohio Society of CPAs and authored numerous CPA seminar courses.

BACKGROUND

·       Graduate of Cleveland State University with a Bachelors in Business Administration and a          major in Accountancy

·       Certified Public Accountant

CONTINUING EDUCATION, PROFESSIONAL ASSOCIATIONS AND CIVIC ACTIVITIES

·       Past Member OSCPA (Ohio Society of Certified Public Accountants)

·       Past Chairman of the Westlake Planning Commission

·       Past Chairman of the Westlake Board of Appeals


Jonathan Pulito, CPA (Principal)

Jon is a Principal with Schultz, Bertin & Co and began his career with Ernst & Young in 2015. During that time, he developed extensive experience working on individual, entity, estate, gift, and trust returns. In addition, Jon has a knowledge of audit and attestation engagements developed over his five plus years with EY. Working across sectors such as manufacturing, investing, pharmaceuticals, legal, real estate, and retail, much of Jon’s time is spent advising and income tax planning for both current and prospective clients. Jon also has extensive experience in foreign matters including the taxation of both inpatriate and expatriate individuals, taxation of foreign corporations, taxation of foreign partnerships, and the taxation of foreign branches/qualified business units. Jon holds an active CPA license from the state of Ohio.

Email: Jon@schultzbertin.com

BACKGROUND

·       Graduate of University of Arizona with a Bachelors in Accountancy and Entrepreneurship,             Summa Cum Laude

·       Certified Public Accountant

CONTINUING EDUCATION, PROFESSIONAL ASSOCIATIONS AND CIVIC ACTIVITIES

·      Member AICPA (American Institute of Certified Public Accountants)

·      Member OSCPA (Ohio Society of Certified Public Accountants)

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