Tax Services
We work relentlessly for our clients through quality tax preparation and proactive tax planning services. Our clients include businesses, independent professionals, individuals, and families.
Don’t risk overlooking tax deductions and credits that could save you thousands of dollars. When we prepare your business and individual tax returns, you can have increased confidence that your tax and financial filings are meeting legal obligations. We offer practical, proactive and innovative solutions to tax planning that put your business or personal needs first. Our firm provides our individual and business clients with the taxation expertise and knowledge that they need year-round, including:
Preparation of federal, state, and local tax returns
E-file
Strategic tax planning
Payroll taxes
IRS problem resolution
Penalty abatement
Alternative minimum tax planning
Estate and retirement planning
High value at a reasonable price
One-on-one collaboration
Contact us today for a free consultation.
Choice of Entity
One of the first decisions for a business is the choice of entity in which to conduct the business. We can help you evaluate the tax advantages and disadvantages of the various options including:
Sole Proprietor
Single Member LLC
Multimember LLC
General Partnership
Limited Liability Partnership
S corporations
C corporations
From time to time, business owners can change to an alternate entity from a tax perspective. As your business and tax laws change, you should evaluate if your current entity choice makes sense. For example, there are significant planning opportunities under the new Tax Cuts and Jobs Act. We are here to help you navigate and plan these changes.
Accounting Services
We provide practical accounting solutions to small businesses. As a small business owner, you're focused on maintaining and growing your business, leaving little time to prepare the financial statements, budgets, and critical analysis needed to gain meaningful insights about your business. We're here to free up your time, so you can focus on other priorities.
We understand the challenges you face and know the importance of maintaining accurate records in a timely and efficient manner.
As accountants and technologists, we have years of experience of using, configuring, and managing a wide range of management systems.
Business Financial Planning
BUILDING A BUDGET OFTEN ENDS UP AT THE BOTTOM OF THE PRIORITY LIST.
As the old adage goes, “failure to plan is planning to fail”. I’ve seen it in businesses of all sizes in a variety of sectors. In our experience, business owners have the best of intentions. They work grueling hours. Their minds are always consumed by their ventures. They want to build a thriving business, not only for themselves, but also for their employees. However, the day-to-day, urgent activities fill up the calendar, squeezing out highly important, but less glamorous business needs such as developing a budget. Managing the finances becomes nothing more than a gut feeling and a quick check of the cash-on-hand. Not having a plan positions owners for reactive, rather than proactive management – a great way to throw money out the window!
BECOME ENLIGHTENED AND ESTABLISH YOUR NORTH STAR
A budget is the first step in actively managing the financial health of a company and establishing reasonable goals for the budget period. The first budget exercise is often the most enlightening and difficult. It is a worthwhile, but time-consuming undertaking. Determining the most basic inputs (revenues) and outputs (expenses) can shed considerable light on the operations and help management assess where money should and should not be spent.
Payroll Services
We offer full-service payroll processing. There are a lot of payroll subscription options depending on your needs and business model. We will work with you to determine which option is optimal for your business. Payroll services range from household employees to full staff payroll.
Payroll service includes:
Employee self service
Employee direct deposit
Employer administrator portal access includes access to a variety of payroll reports
No separate quarterly fees
Unlimited Ohio school district and municipal taxes
Ohio Bureau of Workers' Compensation annual payroll true-up reporting
Garnishments & vendor payments
401(k) contribution files
Time keeping options available
Automated tax filings
Automatic generation of W-2 and 1099 forms
Internal Audit Services
We provide annual internal audit planning, risk assessment, process and internal control evaluations, issue tracking, resolution and other risk management consultation.