Ian Kline

"Ian joined the Winbridge SBF team in August 2025 as a Senior Accountant brining five years of experience in tax preparation, attestation, and advisory. Previously, working for a full service international CPA Firm, serving businesses of all sizes as well as high-net-worth individuals and their families.

Ian has built particular depth in the real estate, service, manufacturing, and construction industries — sectors where entity structuring, timing decisions, and tax positions can meaningfully change the outcome. He works closely with owners and their families to keep planning and compliance aligned year-round rather than treating tax season as a standalone event.

His approach is practical and consultative: clarify the client's goals first, then structure the work around them. Clients rely on him for straightforward answers and for spotting issues before they become expensive.

Ian earned a Bachelor of Science in Accounting from The University of Akron and is currently pursuing his CPA certification to enhance is professional career."