William J. Gordon, Jr. CPA (Bill) - President & Chief Executive Officer
W.J. Gordon & Associates has been owned and operated by William J. Gordon, Jr., C.P.A since 1978. He specializes in assisting small businesses and his clients with accounting and tax matters. Bill earned his law degree from Cleveland Marshall School of Law and his undergraduate degree, BSBA in Accounting, from John Carroll University. Prior to W.J. Gordon & Associates, Bill was tax counsel to a shopping center developer, practiced law as a prosecutor in Lorain, Ohio and served as a manager for the IRS Audit Division in Cleveland and Lorain, Ohio. Bill furthered his financial and accounting career at Seaboard Finance, Ford Motor, and General Motors.
Sara M. Lotts, CPA - Vice President & Chief Operating Officer
Sara is the daughter of William J. Gordon, Jr. and has over ten years experience within the accounting and tax fields. After earning a Bachelor of Science in Business Administration (with a concentration in Accounting) from the Fisher College of Business at Ohio State University, Sara became the lead accountant for a proprietary school consisting of 6 branches; she managed and trained the accounting departments for more than 10 new branches during a merger. Sara is a Certified Public Accountant with a vast knowledge of various accounting systems and products; she is exceptional at multi-tasking and developing rapport. Developing solutions for record keeping and preparation of financial statements is her specialty along with training personnel on the various accounting systems. She focuses on establishing an understanding of the client's goals and financial situation throughout the year to prepare for tax advantages and savings. Sara enjoys spending time with her husband and 2 young children who inspire her to fulfill her dreams.
Tina Gordon - Office Manager
Tina has served as the Legal Secretary and Office Manager since 1980. With her pleasant personality, Tina oversees the office; her experience, wisdom and keen knowledge of both law and accounting principles are an essential ingredient for our success. Whether performing the final review of correspondence or tax documents, Tina assures everything is accurate before it leaves the office and that all tasks are completely in a timely fashion. Tina is the wife of William J. Gordon, Jr. and together they have lived in Solon, Ohio for the past 45 years. They are active members of St. Rita's Parish where they are Eucharistic Ministers and both are very proud of their 6 children and their 11 delightfuly grandchildren. Tina enjoys traveling, gardening, slot machines, going to the movies with her husband and spending time with her friends and family.
Michael J. Meyer - Senior Tax Associate
Mike has a Bachelor of Science degree from Gonzaga University and a strong tax background. Prior to joining W.J. Gordon & Associates, Mike worked as a chemist and data coordinator at Stouffers Corporation for 23 years. This is Mike's fifth year with the firm and a gentleman well worth knowing. He specializes in handling difficult income tax matters and has been especially helpful to clients during the tax seasons.
Kristy L. Gordon - Chief Financial Executive & Tax Department Manager
Kristy graduated from The Pennsylvania State University in 2003 and began her career in the property and casualty insurance industry for 2 years. She then spent 7 years assisting credit managers and business owners in securing their receivables through the material man's and mechanic's lien laws of the United States and Canada. Her prior roles have given her great experience in working with business owners to help create Data Management processes which helped them to effectively execute their business models. Kristy's role at W. J. Gordon and Associates is to create and maintain positive working relationships with clients by understanding and creating solutions for their individual and business needs. She resides in Aurora, Ohio with her husband and her two children.
Stacey L. Keyser - Senior Account Executive Manager & Tax Associate
Before joining W.J. Gordon and Associates, Stacey worked in the retail management industry. This experience has given her a unique understanding of her clients and their day to day operations. She excels in developing streamlined accounting solutions that help in achieving her client's individual goals. She enjoys working in this client-focused environment and forming strong relationships with you, the client, in order to ensure that the your needs are met. Stacey also resides in Aurora, Ohio with her two daughters where she enjoys watching old movies and reading.
Jennifer K. Toth - Accounting & Tax Associate
J is a 2001 graduate of Ohio University with a Bachelor of Science degree in Health Care Administration. She spent ten years in the Cleveland health care field with a focus on financial analysis, health plan benefits and medical billing. Her role at W.J. Gordon and Associates is to support positive working relationships by performing accounting tasks and preparing financial statements while understanding the client's goals and financial situations. She resides in Solon, Ohio with her two children as well as a very large dog where they enjoy the outdoors and spending time together.
Delene Wojtila - Office Administrator
Delene brings her creativity, organizational skills and friendly demeanor to the Office Administrator position. She is the first point of contact to the client while providing customer relation support to the tax return work flow. Before joining the team in 2015, Delene was a Territory Service Representative at Kellogg's for two years and a Territory Sales Lead at American Greetings for 16 years. She earned her Bachelor of Science degree in Business Administration with a focus on Marketing from the University of Akron. Delene is a resident of Twinsburg where she enjoys reading, gardening, baking and spending time with her husband and children as well as their grandchildren and dogs.