Business Details
4 Years
experience
Trusted Accounting and Tax Services in Poland, OH
Fluent & Ricciardi provides comprehensive accounting and tax services to individuals and businesses. Founded in 2022, our firm builds upon decades of combined experience from our lead professionals, who hold certifications including CPA, CFP, and CFE. We specialize in tax preparation, payroll services, financial statement audits, business consulting, and wealth management, delivering personalized solutions tailored to each client's unique needs.Our commitment to professional excellence and client satisfaction ensures accurate, timely, and cost-efficient services. With offices in Ohio and Florida, we serve diverse industries, combining technical expertise with a client-centric approach to foster long-term financial success.
Services
Tax Preparation
Payroll Services
Financial Statements
Business Consulting
Wealth Management
IRS Audit Representation
Accounting Services
Estate Planning
Retirement Planning
Bookkeeping
Details
- Year established: 2022
Highlights and features
- We offer over 19 years of combined experience in accounting and valuation services.
- Our team includes Certified Public Accountants and specialists in tax and financial planning.
- We provide personalized service tailored to individual and business client needs.
- We ensure timely and cost-efficient solutions for all accounting needs.
- Our expertise includes tax planning, audits, and business consulting services.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of personal and corporate tax returns. We maximize deductions and credits while complying with evolving tax regulations. Clients receive strategic advice to optimize future tax outcomes and minimize liabilities.
Payroll Services
We manage payroll tax reporting, direct deposits, and compliance with federal and state requirements. Our services include W-2 preparation, new hire reporting, and customized payroll solutions to streamline business operations.
Financial Statements
We prepare comprehensive financial statements, including balance sheets and cash flow analyses. These reports help businesses assess financial health, secure financing, and make data-driven strategic decisions with confidence.
Business Consulting
Our consulting services cover internal controls, business valuation, and new business formation. We provide actionable insights to enhance operational efficiency, mitigate risks, and support sustainable growth for businesses.
Wealth Management
We offer retirement and estate planning services tailored to individual financial goals. Our strategies focus on tax-efficient wealth preservation, asset allocation, and long-term financial security for clients.
People
Addison G. Fluent, III
Partner
Addison specializes in tax and wealth management, holding CPA, PFS, and CFP certifications. With prior experience at Sterling and Cohen & Company, he provides strategic financial planning and tax optimization solutions.
Gennaro F. Ricciardi
Partner
Jerry is a CPA, CFE, and CVA with 19 years of experience in accounting, forensic services, and business valuation. He serves diverse industries and provides expert testimony in litigation cases.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, payroll processing, tax preparation, audits, and business consulting tailored to individual and corporate needs.
Do you assist with IRS audit representation?
Yes, we offer professional IRS audit representation to ensure compliance and resolve tax disputes efficiently on your behalf.
Can you help with business formation?
We assist with business structure selection, licensing, EIN applications, and financial planning to establish new businesses effectively.
What areas do you serve?
We operate in Poland, OH; Orlando, FL; and Hubbard, OH, providing local and remote accounting solutions.
What certifications do your accountants hold?
Our team includes Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and specialists in forensic accounting and valuation.
