Enrolled IRS Agent, Director of Taxation
Nate Reiter has been working in accounting and tax preparation for over 15 years. He graduated in 2006 with honors from Miami of Ohio with a Bachelor of Science in Business degree majoring in both Finance and Economics. Nate started out working in finance with OBS Financial Services right after he finished college. There, he worked on client presentations and portfolio creation based on modern portfolio theory.
In 2008, OBSFS was sold to a credit union in Texas. At this point, Nate left OBS along with Tom Rogers and Brian Schmitz to start up both Structured Wealth Management and SWM Tax. Nate focused most of his work on the accounting and tax side working primarily through SWM Tax. Here he prepared tax returns for a variety of businesses and individual clients. Over the next several years, SWM Tax grew to the point that the firm was preparing over 2,000 tax returns per year.
In 2014, Nate sat for and passed all three exams to become an IRS Enrolled Agent. This allows Nate to represent clientele in front of the IRS on a variety of tax matters including penalty abatement. In 2019 Nate received his Executive MBA from the University of Toledo. Nate lives with his wife, Carli, in Sylvania with their two dogs and cat.