Timothy A. Kershner, CPA

Tim has been with Walz Group since 2004 and has over 35 years of experience providing financial, tax, and business consulting services to privately held businesses and is the Principal that oversees the firm’s employee benefit plan audit practice.  Tim services many industries but has developed a strong concentration in the construction, professional services, and medical service provider areas. Tim spends a good amount of time assisting clients with business succession including helping multiple clients move to an ESOP.

Tim’s goal is to gain a comprehensive understanding of his clients’ personal and business needs and focus on where his client wants to go while providing them the tools and guidance on how to get there and help minimize taxes and maximize cash flow along the way.  Throughout Tim’s career, he has developed a solid network of business professionals that assist in helping his clients achieve their goals with needs such as insurance, research & development credits, cost segregation, financial planning and wealth management, banking and bonding, legal and various other areas.