Business Details
33 Years
experience
Expert CPA Services for Tax & Estate Planning in Cincinnati
William E Hesch CPA has provided comprehensive accounting, tax, and legal services since 1993. Our firm combines deep expertise in financial planning, estate planning, and business consulting to deliver tailored solutions for individuals and businesses. With decades of experience, we prioritize client education, proactive planning, and holistic strategies to address complex financial and legal challenges. Our team of certified professionals maintains active involvement in industry organizations and community initiatives, ensuring up-to-date knowledge and ethical standards. We distinguish ourselves through personalized service, accessibility, and a proven track record of resolving audits, optimizing tax strategies, and implementing effective estate plans.Clients benefit from our dual expertise as CPAs and attorneys, enabling integrated solutions that address both financial and legal objectives. Our commitment to continuous education ensures clients receive forward-thinking advice aligned with evolving regulations. We serve Cincinnati and Northern Kentucky, fostering long-term relationships built on trust and measurable results. Our approach emphasizes collaboration with existing advisors while providing specialized insights that complement traditional accounting or legal services. This unique combination of skills and client-focused philosophy has earned recognition in local business circles and sustained client relationships spanning decades.
Services
Tax Planning
Estate Planning
Financial Planning
Business Consulting
Legal Services
Accounting Systems
Litigation Support
Investment Planning
Medical Planning
Asset Protection
Details
- Year established: 1993
Highlights and features
- We offer 24+ years of combined CPA and legal expertise in tax and estate planning
- Our team includes certified professionals with Big 4 firm experience
- We provide personalized service with direct access to senior professionals
- Our dual CPA/law credentials enable integrated financial-legal solutions
- We maintain active involvement in professional organizations and community service
Associations and certifications
- American Institute of CPAs
- The Ohio Society of CPAs
What people say
Wonderful services
Complicated matters clear
Positive outcome
Accessible
Knowledgeable
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial positions through strategic tax reduction techniques. We analyze current financial situations, identify opportunities for tax savings, and implement customized strategies that comply with evolving regulations. Clients benefit from our dual expertise as CPAs and attorneys, ensuring comprehensive solutions that address both financial and legal implications of tax decisions.
Estate Planning
We create tailored estate plans that protect assets and ensure smooth wealth transfer while minimizing tax liabilities. Our approach combines legal documents with financial strategies to address individual family needs and business succession requirements. Clients receive ongoing guidance to adapt plans to changing circumstances and regulations, ensuring long-term effectiveness and peace of mind.
Business Consulting
Our business consulting services focus on strategic growth planning, tax optimization, and operational efficiency improvements. We work with business owners to develop financial strategies that align with long-term objectives while addressing day-to-day accounting needs. Our CPA and legal expertise provides unique insights into business structure, succession planning, and risk management considerations.
Legal Services
We offer specialized legal services covering business transactions, estate matters, and tax-related legal issues. Our attorneys provide practical advice that integrates with financial planning strategies, ensuring coordinated solutions for complex matters. This includes drafting legal documents, representing clients in tax disputes, and advising on business formation and succession planning.
Financial Planning
Our financial planning services create comprehensive strategies for wealth accumulation, preservation, and distribution. We develop personalized plans that coordinate investment strategies with tax and estate planning objectives. Clients receive ongoing portfolio reviews and adjustments to maintain alignment with changing financial goals and market conditions.
People
William E. Hesch
CPA / Attorney / Personal Financial Specialist
Founder with 24+ years of experience in tax, estate planning, and business law. Author of award-winning book chapters on entrepreneurial success. Former CFO of $70M company and Big 4 tax partner. Combines legal and accounting expertise to provide integrated solutions.
Catherine A. Henry
CPA
CPA with 30+ years of experience in public accounting and industry. Former Deloitte & Touche professional. Specializes in tax planning and accounting systems. Active in professional organizations and community service initiatives. Holds advanced tax education from Xavier University.
Carrie A. Carroll
CPA
Certified public accountant with 40+ years of experience in tax compliance and small business consulting. Specializes in simplifying complex tax regulations for business owners. Provides personalized tax reduction strategies while maintaining compliance with federal and state requirements.
Thomas L. Goodwin
CPA
CPA with 25+ years of experience in public accounting and corporate finance. Holds securities licenses and insurance credentials. Focuses on financial planning integration with tax strategies. Active in professional organizations and community financial education initiatives.
Kathryn E. Buerger
Attorney
Elder law attorney with 25 years of experience in estate planning, Medicaid planning, and probate matters. Former prosecutor and law clerk with extensive legal background. Provides comprehensive solutions for complex family and business succession planning needs.
Questions
What services does William E. Hesch CPA offer?
We provide tax planning, estate planning, financial planning, business consulting, legal services, and accounting systems support for individuals and businesses.
Do you work with out-of-town clients?
While based in Cincinnati, we serve clients throughout Northern Kentucky and can accommodate remote consultations for out-of-area individuals and businesses.
What makes your firm different from other CPAs?
Our unique combination of CPA, attorney, and financial planning credentials enables integrated solutions that address both financial and legal aspects of complex planning needs.
How do you stay current with tax law changes?
Our team participates in ongoing professional education, teaches accounting seminars, and maintains active memberships in professional organizations to ensure up-to-date knowledge.
Can you help with business succession planning?
Yes, we specialize in creating comprehensive succession plans that address tax implications, legal documentation, and financial strategies for smooth business transitions.
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