Tax Planning & Compliance


We focus on building client relationships and helping our clients succeed so our tax services extend far beyond simply preparing tax returns. We stay in contact with our clients throughout the year so that we can give timely and relevant tax planning advice based on current circumstances and changing tax laws. We also advise on entity formation, accounting method selection, multi-state filings, retirement planning, and much more. Our tax compliance services include:

  • Individual Income Tax

  • Corporate Income Tax 

  • Partnership Income Tax

  • Trust Income Tax

  • Estate Income Tax

  • Sales and Use Tax

  • Ohio Commercial Activity Tax (CAT)

Accounting Services

We provide accurate, meaningful, and timely financial information so that our clients can focus on their business operations rather than spending time on recordkeeping. We tailor our services to meet the needs of each client and we are available for short-term and long-term engagements. Our accounting services include:


  • Initial setup of accounting systems

  • Bookkeeping

  • WIP and CIP schedules

  • Form 1099 preparation

  • Personal and business financial statements

  • Cash flow statements

  • Budgeting 

  • QuickBooks software training

We are Certified QuickBooks ProAdvisors. Be sure to ask us about QuickBooks product discounts.