If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. We work extensively with QuickBooks, both the stand-alone and the online versions.  Choosing the right software that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.


If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive services to ensure the smooth operation of the financial side of your business. We can tailor our services to suit your needs, whether a simple review, or complete data entry.  As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.  Getting your business entity set-up with all of the different agencies can be trickier than you think!

Financial Statements

Financial statements are an important tool for management decision making. The important documents also represent your business to lenders, partners, potential buyers and other interested parties. Although we are not a CPA firm that can audit and validate your financial statements, we can help you to develop and produce accurate and timely financial statements.


Audit Assistance

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.  Although we cannot “represent” you in the way an attorney does, we can help prepare you before, during, and after the audit.  We will go with you to the appointment to make sure you understand the process and their questions, and make sure you have to correct information to answer them.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We do not offer a full sales tax payment service, but we can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.  All sales and use taxes are now filed and paid through the Ohio Business Gateway website.  We can help you get set up, and learn how to navigate their system.


Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

W2 and 1099 preparation

For our current clients, we offer free preparation of any 1099 or W2 forms. We will ensure that accurate totals are delivered to the appropriate tax agencies, and information forms are sent to your employees and sub-contractors.

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Call today to schedule an appointment!