Services

Tax Day may be April 15, but saving money on your taxes takes year-round planning. Our Certified Public Accountants and Paraprofessionals possess a wealth of knowledge and experience in general accounting principles and tax reduction strategies. The professional services we provide our clients include:

Bookkeeping provided by QuickBooks Pro Advisor and Certified Bookkeeper whose organizational skills will put timely financial information at your fingertips.

Bill Pay for small businesses and professionals.

Payroll Services

Tax Advisory and Planning on a year-round basis to help you make decisions regarding tax law changes, timing of purchases, charitable donations and gifting.

Tax Preparation Services for C and S Corporations, LLCs, Partnerships, Estates and Trusts and individuals.

IRS or Ohio Department of Taxation Representation

Personal Financial Statements for individuals.

Business Financial Statements including adjusting Quickbooks and reviewing balance sheets, income and cash flow statements and looking at industry comparisons to help business owners understand spending and profitability.

Budgeting for businesses.

Prepared and Compiled Financial Statements

Financial, Retirement and Succession Planning, either working with your financial and legal advisors or assembling a team for you from among the advisors and lawyers with whom we have partnered for other clients.

Preparation of 1099s

Personal Bill Pay and Money Management for Seniors is of increasing importance as people live longer independently. When family is distant and cannot manage their finances, we can sort and prioritize bills, ensure they are reasonable and make payments.

Estates and Trusts

QuickBooks Online and QuickBooks desktop help, training and advice.

Client Access software that allows client and accountant to work in the same cloud environment.

Client Portals for exchange of data.

Small Business Consulting