Mr. Forman oversees all of the tax-related work undertaken by Mitchell, Wiggins & Company, including individual and corporate tax planning, tax compliance, estate planning, valuations, personal financial planning, and representation before the Internal Revenue Service. He brings to the firm more than 25 years of experience in public accounting, with a strong background in tax planning and the preparation of returns for businesses, non-profit organizations, and individuals.

Education

1980 -  B.S. - Accounting
University of North Carolina - Charlotte

 

Professional Associations and Memberships

• American Institute of Certified Public Accountants (AICPA)
• Virginia Society of Certified Public Accountants (VSCPA)
• Estate Planning Council of Richmond, Virginia
• Private Business Study Group
• Greater Richmond Chamber of Commerce
• Better Business Bureau in Central Virginia
• Venture Forum

Previous Employment

1990 - 1994
Gleiberman Spears & Shepherd
Charlotte, North Carolina
Tax Partner

1981 - 1990
Laventhol & Horwath
Certified Public Accountants
Tax Manager

 

Personal and Civic

Mr. Forman is actively involved in many organizations in the greater Richmond area including:

• Chairman – Richmond Public Library Board of Trustees
• Board Member – Richmond Public Library Foundation
• Board Member – Orchard House School
• Historic West of the Boulevard Civic Association (Past President)
• Volunteer - VSCPA NBC12 "Call 12" with tax questions