Timothy Willis

Timothy Willis

Managing Director

  • Overview

    Timothy is a Managing Director at CBIZ MHM, LLC and a Shareholder of MHM. He has been with the firm since 1996, and has been in public accounting since 1984. Tim's technical expertise is in income taxation, including regular and “S” corporations, partnerships, trusts, and individuals. His experience includes domestic and international strategic planning involving entity selection, entity structuring, intercompany transactions, cross border transactions, mergers and acquisitions, and tax planning for high net worth individuals.

    Timothy’s clients range from manufacturing and distribution, life sciences, technology, real estate, and hospitality.

    Many of Tim's clients involve structures with multiple entities, including domestic and international. His experience also includes favorable resolution of issues that are raised by the Internal Revenue Service and California Franchise Tax Board.

    Tim has been very involved in complex corporate restructuring, including "S" to "C" conversions, entity selection, and evaluation of structuring alternatives.

  • Education

  • Professional Designations

  • Professional Memberships

  • Industry Expertise

  • Specialties

  • Associated Offices