Business Details
We are a Columbus-based CPA firm with deep expertise in tax and accounting services for small businesses, executives, and independent professionals. Our team brings extensive experience, including Big 4 backgrounds, and holds advanced credentials such as CPA, PFS, CVA, and MBA. We have been serving clients for over 25 years, helping them navigate complex tax regulations and financial challenges. Our approach focuses on understanding each client's unique situation to provide tailored solutions that align with their goals. We specialize in tax return preparation, tax planning, tax resolution, accounting, payroll, and business financial planning. We also offer guidance on choice of entity, risk management, and executive equity compensation.
Our firm works closely with dental practices, family-owned businesses, law firms, marketing agencies, and mental health practitioners. We are committed to anticipating financial and operational challenges to support our clients' long-term success. Our office manager and staff are dedicated to ensuring a seamless and professional client experience from scheduling to billing. We prioritize clear communication and full transparency in all our engagements. Our goal is to help clients make informed decisions that improve their financial outcomes and reduce tax burdens.
Our firm works closely with dental practices, family-owned businesses, law firms, marketing agencies, and mental health practitioners. We are committed to anticipating financial and operational challenges to support our clients' long-term success. Our office manager and staff are dedicated to ensuring a seamless and professional client experience from scheduling to billing. We prioritize clear communication and full transparency in all our engagements. Our goal is to help clients make informed decisions that improve their financial outcomes and reduce tax burdens.
Highlights and features
- We bring Big 4 experience and advanced CPA and PFS credentials.
- Our team has over 25 years of serving thousands of small businesses.
- We hold multiple state CPA licenses and specialized valuation certifications.
- We provide tailored solutions for dental practices, law firms, and more.
- Our office manager ensures a seamless client experience from start to finish.
Services
Tax Return Preparation
We collect financial and tax information and complete required federal, state, and local returns for individuals, small businesses, S corporations, partnerships, LLCs, estates, and trusts. Our service ensures accurate filing based on applicable requirements. This helps clients meet compliance obligations efficiently.
Tax Planning
We provide strategic tax planning to help clients manage their tax liabilities and optimize financial outcomes. Our guidance covers areas like bonus depreciation, solo 401(k) selection, and executive equity compensation. This service is designed for small business owners, executives, and independent professionals.
Tax Resolution
Our tax resolution service assists clients in resolving disputes with tax authorities and managing outstanding tax obligations. We work to identify solutions that minimize financial impact and restore compliance. This service supports individuals and businesses facing tax challenges.
Accounting Services
We offer comprehensive accounting services tailored to small businesses and individuals, including financial record management and reporting. Our team helps clients anticipate operational challenges and maintain accurate financial data. This supports informed decision-making and long-term business success.
Payroll Services
Our payroll services handle the processing of employee compensation, tax withholdings, and related compliance requirements. We ensure timely and accurate payroll management for small businesses. This allows clients to focus on core operations while meeting payroll obligations.
