Individual:

• Preparation and electronic filing of Federal, State, and Local income tax returns
• Filing status optimization
  • Married filing joint vs. separate
• Part-year residency compliance
  • Multi-state and/or city
•  Comprehensive tax planning and projections 
  • Current and future years
• Review of prior filings
• Amended tax returns
• Guidance on records and expenses for small business and rental activities
• Calculate estimated tax payments
• Ohio voluntary disclosure agreements
• Education expense tax planning
• Planning for taxes near or in retirement
• Legacy planning
  • Estate and trust planning and income tax preparation
  • Gift tax returns and strategy

business:

• Tax return compliance for:
  • Sole proprietor
  • Limited Liability Company
  • Partnership (Form 1065)
  • S-Corporation (Form 1120S)
  • C-Corporation (Form 1120)
• Strategic tax planning
• Periodic and/or year-end tax planning
• Review of prior filings
• Amended tax returns
• Sales/use tax filings
• Commercial Activity Tax (CAT) filings

consulting:

• Business entity selection
• Budgeting
• Accounting software evaluation
• Ohio voluntary disclosure agreements
• Paycheck Protection Program Forgiveness
• Employee Retention Tax Credit analysis

What you get

We take a relational approach to our services to ensure you are provided personalized service, rather than just a transaction. As much as we love numbers, we enjoy working with people. We are available throughout the year to assist with questions and planning opportunities. We provide practical and knowledgeable advice on the latest laws and regulations impacting you. Through proactive planning you can avoid surprises and be prepared.

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