Justin Slaby

CPA, CFP
Senior Associate
Mentor, OH

  • Direct:
Resident of Highland Heights, OH
Rea Team Member Since 2018
  • I am responsible for working with clients to minimize taxes and complete their tax returns timely and efficiently.

Topics or areas of expertise that Justin can talk about (even in his sleep):

  • Taxation
  • Estates
  • Partnerships
  • Trusts
  • S-Corporations

How we know he knows what he's doing:

  • He holds both a CPA and CFP® designation
  • He earned his bachelor's degree in accounting from Lake Erie College and went on to earn his master's degree in accounting from Case Western University
  • He has over 5 years of experience in the accounting industry

Furthering his professional development, Justin is involved with:

  • The Ohio Society of CPAs
  • The American Institute of CPAs
  • Certified Financial Planner Board of Standards, Inc.

When he's not in the office, you can find him:

  • Watching sports
  • Hanging out with family and friends
  • Helping his fiancée plan their wedding

How he's helped clients meet their business needs:

  • 1) A client once brought in a bag of source documents that were never opened and everything was disorganized. I brought the client in and had a 90 minute meeting with them. During this meeting, I helped organize all the documents. For example, I would separate all the income sources. I made an elaborate excel sheet and included accounts in this sheet. All the client had to do was fill in the amounts. This helped for the Schedue-C and the rentals along with other tax areas such as itemized deductions.
  • 2) For multiple clients, I created 2017 projections to get an idea of how much state tax was owed. I also took into account the 2018 real estate taxes paid. Since the tax law changed, it was beneficial for clients to make state and real estate tax payments before 12/31/17.

Inside The Mind Of...

  • What does “A Brighter Way” mean to you? “A Brighter Way” means to make decisions that are best for both the people around you and yourself.
  • What’s your favorite aspect of your job? I get to help clients understand the best way to minimize taxes. I also get to learn a lot every year because I always run into unique tax issues.
  • Describe your work style. I work really hard but I’m never too stressed on the job. I always try to get client work done as soon as it can be.
  • What “bright idea” do you find yourself sharing over and over? For clients that do a lot of investing, I find that it’s smart to see how much in capital gains/losses they have by the end of November so that I can talk to them about a way to potentially save taxes.

Just For Fun:

  • What did 10-year-old you want to be when you grew up? A baseball player
  • What profession would you choose if you didn’t go into accounting? I would go into the medical field
  • What makes you get out of bed every day? My fiancée
I am a very hard worker that gets client work completed accurately, timely and efficiently. I’m also upbeat and easy to talk to.