CPA and Tax Accounting Client Services, Akron, Ohio 

Our firm offers a wide range of tax accounting services to individual and business clients throughout the Akron and Northeast Ohio areas. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Bookkeeping Services 

Bookkeeping Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective bookkeeping services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Bookkeeping system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

Personal Financial Planning

  • Personal Budgeting
  • Tax Planning
  • Savings and Retirement
  • Debt Management

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budget Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Consulting Services 

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Bookkeeping software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

Tax and Accounting Services 

Tax and Accounting Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts & gift
    • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business