Chad N. Herman

Chad N. Herman is a Senior Director at KBF Advisory with more than 30 years of experience providing tax planning, consulting, and compliance services to middle-market businesses and high-net-worth individuals. As the leader of KBF's Middle Market Tax practice, Chad specializes in closely held businesses, pass-through entities, real estate, and sophisticated individual tax planning.

Chad partners with clients to develop proactive tax strategies that support long-term business and financial goals. His experience includes entity structuring, succession planning, real estate taxation, and ongoing tax consulting for privately owned businesses. Known for his practical, relationship-driven approach, Chad helps clients navigate evolving tax laws while identifying opportunities for growth and efficiency.

Before joining KBF, Chad spent more than two decades in public accounting, including leadership roles with regional accounting firms where he advised privately held companies and business owners across a broad range of industries. His extensive experience and commitment to client service have made him a trusted advisor to businesses throughout the Pacific Northwest.

Education

Pacific Lutheran University
Bachelor of Arts, Accounting