Certified Public Accountant
Jody Grunden is the managing member of Summit CPA Group, LLC. Jody focuses primarily on providing creative, cutting-edge tax, accounting, and estate planning to business entrepreneurs and other individuals. Jody began developing his extensive background in tax and estate planning by bringing together his experiences in both corporate and public accounting.
Professional Experience
Over 15 years of experience. Jody is a member in good standing of both the American Institute of Certified Public Accountants and the Indiana CPA Society. Jody has a well-rounded professional background with experience in both public and corporate accounting. He developed a broad base knowledge at two regional accounting firms: (1) Crowe Chizek and Company and (2) Geo S. Olive (now BKD). His public accounting background was further enhanced with his corporate experience. Jody worked as the tax manager for a $250 million international, multi-state, manufacturing company, Rea Magnet Wire Company, Inc. While at Rea Magnet Wire Company, Jody stood before the Taxation and Revenue Department of the State of New Mexico and won an appeal for a $300,000 Investment Credit that was earlier denied by the department. The appeal was published at
http://www.tax.state.nm.us/d&o/dno2000_30.html.
Education
Jody graduated from Indiana University with a bachelor's degree in accounting. Jody passed the CPA exam on his first attempt and later went on to obtain his Series 6 and Series 63 license in investing. Jody works, extensively with the QuickBooks accounting software where he has been a QuickBooks ProAdvisor since 2002 and a member of the Sleeter Group where he teaches QuickBooks to small business owners.
Personal Profile
Jody has been happily married to his wife, April for over 20 years. April is an estate planning attorney for Grunden Law Offices where she concentrates her practice on estate planning, sucession planning, and business formations. They have two children, Tyler and Lexi. Their favorite activities are participating in a wide-range of sports from hockey to golf with their children. Jody and April have enjoyed coaching their kid's athletic teams. They also enjoy living in their hometown of Leo and spending a lot of time with their extended family and friends
