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Paul Mcewan, CPA, MTax, AIFA, is a seasoned financial professional with 35 years of experience in taxation, accounting, and financial planning. He has a strong background in valuation, design, and balance, and has held leadership positions in his firms. He currently serves on the Board of Directors and 401k plan advisory committee of Rea & Associates CPAs and Business Consultants.

Credentials

  • CPA (Certified Public Accountant)
    AICPA
    Oct, 1990
    - May, 2026

Experience

    • United States
    • Accounting
    • 400 - 500 Employee
    • Principal
      • Oct 1998 - Present

      I consult with qualified retirement plan clients and their investment advisors. Consulting projects are generally related to improving plan design, reducing fiduciary risk and plan costs of 401k plans, improving investment decision making processes and increasing overall 401k plan effectiveness through improved participant communication.I manage the qualified retirement plan administration practice for the firm which serves over 400 retirement plans.I provide technical knowledge and assistance to the qualified plan audit practice for the firm which provides audit services to about 125 plans.I currently serve on the firm's Board of Directors and on the firm's 401k plan advisory committee.

    • Staff Accountant
      • Jun 1989 - Oct 1998

      Staff accountant providing tax compliance services and audit and accounting services for small business clients and retirement plans.

    • Staff Accountant
      • Dec 1986 - Aug 1988

      Staff Accountant - Audit Dept

Education

  • 1990 - 1995
    The University of Akron
  • 1982 - 1986
    The Ohio State University Fisher College of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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