Jo Ann is a double graduate of the University of Cincinnati, holding a Bachelor’s degree in Accounting and a Master of Science in Tax. She has extensive public accounting tax experience. Jo Ann is an expert in tax consulting and compliance for estates, multi-state clients and research and experimental tax credit reviews.

She is a member of the Ohio Society of CPA's and the AICPA. Jo Ann also is a member of the Board of the Human Race Theatre, and is past Treasurer of Daybreak, a nonprofit youth shelter.