Business Details
14 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Founded in 2012 by Duncan C. Tanner III and Thomas J. Gill, our firm has grown from humble beginnings into a trusted accounting, tax, and payroll services provider serving clients across the United States. Our team of Enrolled Agents, Certified Public Accountants, and tax professionals brings decades of combined experience to deliver personalized financial solutions. We specialize in serving diverse industries including construction, healthcare, law firms, and real estate, with a commitment to exceptional service and client success.Our approach combines technical expertise with a client-first philosophy, ensuring tailored strategies that maximize financial opportunities while maintaining compliance. With offices in multiple Ohio communities, we remain dedicated to building long-term relationships through transparency, reliability, and continuous support for both individuals and businesses.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
Payroll Management
QuickBooks Support
Estate Planning
Business Valuation
Forensic Accounting
Succession Planning
IRS Audit Representation
Details
- Year established: 2012
Highlights and features
- Experienced team with over a decade of expertise in accounting and tax services
- Personalized financial strategies tailored to individual client needs
- Comprehensive services covering all aspects of accounting, tax, and financial planning
- Industry-specific knowledge serving diverse sectors including healthcare and real estate
- Dedicated support available for urgent client needs at any time
What people say
Energetic and hardest working
Willing to help any time
Excellent customer service
Expert accounting support
Reliable and trustworthy
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We maximize deductions while maintaining IRS compliance through experienced professionals who stay current with evolving tax laws. Clients receive personalized guidance to minimize liabilities and avoid common pitfalls associated with self-preparation software.
Financial Planning
We create customized financial plans addressing risk management, asset growth, and long-term wealth preservation. Our strategies help clients achieve retirement goals, optimize investment portfolios, and ensure intergenerational wealth transfer through comprehensive analysis of current financial positions and future objectives.
Bookkeeping Services
Our bookkeeping solutions maintain accurate financial records for businesses of all sizes. We implement efficient systems for tracking income and expenses, generating financial statements, and preparing for tax season while allowing business owners to focus on core operations.
QuickBooks Support
We provide QuickBooks setup, training, and optimization services to streamline business accounting processes. Our experts customize software configurations, train staff, and perform system tune-ups to improve financial management efficiency and accuracy.
IRS Audit Representation
Our tax professionals represent clients during IRS audits and resolve tax debt issues. We negotiate payment plans, offer-in-compromise arrangements, and penalty abatements while ensuring compliance with tax regulations to reduce financial stress for individuals and businesses.
People
Duncan C. Tanner III
Co-Founder
Co-founder with over a decade of accounting experience, specializing in tax strategy and business advisory services. Prior experience at CTF Partners and University of Akron education informs his client-focused approach to financial solutions.
Thomas J. Gill
Co-Founder
Co-founder offering extensive expertise in tax preparation and financial planning. Former VITA clinic professional brings practical insights to individual and business tax compliance while leading client relationship development.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, tax compliance, and business advisory services tailored to small business needs.
Can you help with IRS tax debt issues?
Yes, we offer tax relief services including audit representation, payment plans, and debt resolution strategies for individuals and businesses.
Do you support QuickBooks users?
We offer QuickBooks setup, training, system optimization, and troubleshooting assistance for businesses using desktop or online versions.
What industries do you specialize in?
We serve construction, healthcare, law firms, real estate, manufacturing, and professional service providers with industry-specific accounting solutions.
How can you help with financial planning?
Our financial planning services create customized strategies for retirement, estate planning, risk management, and wealth preservation goals.
