Business Details
44 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Akron
Founded in 1982, our firm has built a legacy of excellence in accounting and tax services for individuals and small businesses across the greater Akron area. We specialize in delivering comprehensive financial tax management programs designed to help clients accumulate and preserve wealth through strategic planning and personalized service. Our team of professionals brings decades of combined experience, leveraging complementary expertise in tax preparation, financial reporting, and business consulting to provide seamless solutions.We prioritize integrity, proactive communication, and a relationship-driven approach to address the evolving needs of our clients. With a commitment to continuous education and cutting-edge technology, we ensure our services remain aligned with the latest industry standards and regulatory changes. Our reputation for reliability and client-centric service has been earned through consistent delivery of high-quality, transparent financial guidance tailored to each client's unique circumstances.
Services
Tax Planning & Preparation
Payroll Services
Business Consulting
Financial Statements
Estate Planning
Retirement Planning
IRS Representation
Accounting Software Selection
Business Valuation
Sales Tax Services
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of specialized expertise in Akron-area tax and accounting services
- Our team provides personalized financial strategies tailored to individual client needs
- We implement advanced accounting software solutions for business efficiency
- Our proactive approach ensures timely compliance with evolving tax regulations
- We maintain transparent communication with dedicated client support representatives
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses optimize their financial positions while maintaining compliance with federal and state regulations. We develop customized strategies to minimize tax liabilities and maximize refunds through thorough analysis of financial situations. Our team stays current with changing tax laws to ensure accurate filings and strategic planning opportunities for both personal and business tax returns.
Business Consulting
We provide strategic business consulting to help companies improve profitability and operational efficiency through data-driven analysis and actionable recommendations. Our consultants identify growth opportunities, streamline financial processes, and develop succession plans tailored to each client's industry needs. With expertise in entity selection and valuation, we support businesses through all stages of development and transition.
Payroll Services
Our comprehensive payroll services ensure accurate and timely employee compensation while maintaining compliance with tax reporting requirements. We handle payroll processing, tax filings, and system implementation to reduce administrative burdens for growing businesses. Our solutions include customized reporting tools and compliance monitoring to help companies maintain efficient payroll operations.
Estate Planning
We assist clients in creating effective estate plans to ensure orderly asset transfer and business continuity through specialized legal and tax strategies. Our services include trust creation, will preparation, and business succession planning to protect family legacies and minimize estate taxes. We coordinate with legal professionals to develop comprehensive plans aligned with clients' long-term financial goals.
Financial Statements
We prepare accurate financial statements and analysis to support informed business decision-making through organized accounting records and performance metrics. Our team creates balance sheets, income statements, and cash flow analyses that meet professional standards while providing practical insights. These reports help businesses monitor financial health and meet reporting requirements for stakeholders and lenders.
People
Edward P. Holland
President
Edward P. Holland leads with over 40 years of accounting experience, focusing on strategic financial planning and client relationship management. He established Capital Business Resources in 1982 and continues to guide its mission of personalized wealth preservation solutions.
David N. Peloquin
Chief Executive Officer
David Peloquin oversees daily operations and strategic growth initiatives with extensive expertise in tax compliance and business consulting. He has directed the firm's expansion of services while maintaining its commitment to personalized client support since becoming CEO.
Frank Fogg
CPA
Certified Public Accountant Frank Fogg specializes in complex tax return preparation and financial statement analysis for businesses and high-net-worth individuals. His technical expertise ensures accurate compliance with evolving tax regulations while optimizing clients' financial positions.
Kate Kleski
Corporate Tax Manager
Kate Kleski manages corporate tax services with specialized knowledge in business entity selection and multi-jurisdictional tax compliance. She develops strategic tax planning solutions for companies navigating complex regulatory environments across various industries.
Jocelyn Bidwell
QuickBooks Pro Advisor
QuickBooks Pro Advisor Jocelyn Bidwell implements accounting software solutions and trains clients on efficient financial management systems. Her technical proficiency helps businesses streamline accounting processes and improve financial reporting accuracy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and accounting system implementation tailored to small business needs.
How can you help with business succession planning?
Our experts develop customized succession plans addressing tax implications, ownership transfer, and operational continuity for smooth business transitions.
Do you handle both personal and business tax preparation?
Yes, we prepare individual, corporate, and partnership tax returns with strategic planning to optimize tax benefits for all entity types.
What estate planning services are available?
We offer trust creation, will preparation, and business succession strategies to ensure asset protection and tax-efficient wealth transfer.
Can you assist with IRS audit representation?
Our team provides professional representation during IRS audits, ensuring proper documentation and advocating for favorable client outcomes.
How do you support business owners with financial planning?
We offer cash flow analysis, retirement planning, and investment review services to help business owners achieve long-term financial goals.
