Business Details
Full-Service Accounting & Tax Services in Beachwood, OH
We are a full-service accounting firm dedicated to providing comprehensive financial solutions tailored to individual and business needs. With over three decades of experience, we specialize in tax planning, audit services, and strategic financial consulting for clients ranging from startups to established enterprises. Our team of certified professionals combines deep industry expertise with a personalized approach to maximize client value.We maintain active memberships in prestigious organizations including the American Institute of Certified Public Accountants and The Ohio Society of CPAs, ensuring adherence to the highest professional standards. Our commitment extends beyond financial expertise through active community engagement and volunteer initiatives.
Services
Accounting Services
Audits, Reviews and Compilations
Tax Planning & Preparation
Business Advisory Consulting
Payroll Preparation
Financial & Retirement Planning
Highlights and features
- We offer 30 years of combined experience in public accounting and specialized tax consulting
- Our team maintains active CPA certifications and industry-specific audit qualifications
- We provide tailored financial strategies rather than generic accounting solutions
- We hold memberships in premier professional accounting organizations
- Our community involvement demonstrates our commitment to ethical business practices
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Employee Benefit Plan Audit Quality Center
- Governmental Audit Quality Center
- The Ohio Society of CPAs (OSCPA)
Services
Accounting Services
We provide comprehensive accounting solutions including financial statement preparation and management reporting. Our services ensure accurate record-keeping and regulatory compliance for businesses of all sizes. Our experienced team delivers timely, customized financial insights to support strategic decision-making.
Audits, Reviews and Compilations
Our audit services include independent examinations of financial statements with specialized expertise in employee benefit plans and HUD audits. We follow rigorous standards to ensure transparency and compliance while providing actionable recommendations for process improvements and risk mitigation.
Tax Planning & Preparation
We offer strategic tax planning and preparation services for individuals and businesses. Our approach focuses on minimizing tax liabilities through proactive planning while ensuring compliance with evolving tax regulations across multiple jurisdictions.
Business Advisory Consulting
Our advisory services help businesses navigate growth strategies and financial challenges. We provide customized solutions for corporate structuring, succession planning, and operational efficiency improvements based on 30 years of industry experience.
Payroll Preparation
We handle complete payroll processing including tax calculations and regulatory filings. Our services ensure accurate and timely employee compensation while maintaining compliance with federal, state, and local employment tax requirements.
People
Neil Tramer
Tax Partner
Co-founder with 35 years of public accounting experience. Specializes in tax planning and strategic financial consulting for closely held businesses. Holds a Juris Doctorate from Case Western Reserve University.
Peter A. Bolbach
Audit Partner
16-year firm veteran specializing in HUD audits and multi-entity planning. Leads the auditing department with expertise in fringe benefit plan audits and corporate tax preparation.
Tom Lund
CPA
Experienced auditor with background in international accounting firms. Provides assurance services across diverse industries including manufacturing, real estate, and government contracting.
Questions
What accounting services do you offer?
We provide full accounting services including financial reporting, audits, tax planning, payroll processing, and business advisory consulting.
Do you specialize in specific industries?
Yes, we serve construction, real estate, not-for-profits, employee benefit plans, and HUD-financed properties among other industries.
Are you available for tax consultations?
Our tax professionals offer year-round planning and preparation services for individuals and businesses of all sizes.
What audit credentials do you hold?
We maintain memberships in AICPA's Employee Benefit Plan and Governmental Audit Quality Centers with specialized audit expertise.
How do you approach client relationships?
We focus on personalized solutions through active listening and customized financial strategies tailored to each client's unique needs.
