Vicki Bernardi, CPA, CGMA

Tax Manager

Vicki joined Hobe and Lucas in 2008 as a manager in the firm’s Tax Department. She has been in public accounting for more than 30 years, and she is a published author in The Journal of Accountancy. Vicki provides consulting services and technical expertise in the areas of accounting, tax planning, and tax compliance to a variety of closely held businesses, individuals, estates, and trusts. Her background also includes attest services, retirement plans, and not-for-profit entities. Vicki is also active in staff mentoring and development.

Education

Bachelor of Science, Accounting, Miami University

Memberships

  • AICPA
  • OSCPA

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.

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Contact Info

4807 Rockside Rd Suite 510

Independence, OH 44131

216-524-8900 info@hobe.com

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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.