Business Details
37 Years
experience
Trusted Accounting & Financial Services in Medina, Ohio
Established in 1989, our firm has dedicated over three decades to delivering comprehensive tax, accounting, and financial services. We prioritize personalized relationships with each client, ensuring tailored solutions that address individual needs rather than generic approaches. Our team combines extensive expertise in taxation, accounting, and financial planning with rigorous independent research to guide investment decisions. We maintain stringent security protocols, including offline data backups and encrypted client information, to safeguard sensitive financial data. Our income-focused investment philosophy emphasizes stable returns, protecting clients during market fluctuations while aligning with long-term financial goals.As a Registered Investment Adviser, we operate with full transparency, disclosing all account activities directly to clients through unaffiliated brokerage houses. Our commitment to continuous education ensures compliance with evolving regulations, enabling us to provide accurate, forward-thinking advice. With decades of experience, we empower individuals and businesses to optimize financial outcomes through strategic planning and meticulous attention to detail. Our independence from brokerage commissions guarantees unbiased recommendations solely in clients' best interests. This dedication to integrity, security, and personalized service has solidified our reputation as a trusted partner in financial success.
Services
Tax Preparation
Wealth Management
Retirement Planning
Financial Advisory
Estate Planning
IRS Representation
Business Accounting
Investment Advisory
Tax Planning
Legacy Planning
Details
- Year established: 1989
Highlights and features
- We offer 30+ years of specialized tax and financial planning expertise.
- Our personalized approach ensures no 'boilerplate' solutions for clients.
- We implement secure offline data storage with encrypted client information.
- Our independent research focuses on fundamental analysis, not market trends.
- We operate with full transparency, receiving no commissions from investments.
Associations and certifications
- Certified Public Accountant (Ohio Board of Accountancy)
- Personal Financial Specialist (AICPA)
- Enrolled Agent (U.S. Department of the Treasury)
- Registered Investment Adviser (Ohio Division of Securities)
Services
Tax Preparation
Comprehensive tax preparation for individuals, businesses, estates, and trusts. Our services include income tax filing, gift tax returns, and estate tax documentation. We ensure compliance with current regulations while identifying deductions and credits to minimize liabilities. Clients receive year-round planning support to optimize future tax outcomes.
Wealth Management
Customized investment advisory services focusing on income generation and capital preservation. We develop conservative portfolios tailored to retirement needs, utilizing independent research and fundamental analysis. Our approach emphasizes stability across market cycles, with transparent reporting and direct custody through major brokerage firms.
Retirement Planning
Strategic retirement income planning starting 2-5 years before retirement. We analyze Social Security benefits, pensions, and investment portfolios to create sustainable income streams. Annual updates and detailed retirement analyses help clients navigate tax implications and inflation risks while maintaining their desired lifestyle.
Financial Advisory
Holistic financial planning covering education funding, home purchases, debt reduction, and business ownership goals. We provide personalized roadmaps with step-by-step execution plans, including referrals to legal and insurance professionals when needed. Ongoing research ensures actionable, tailored recommendations for long-term success.
IRS Representation
Professional representation for tax audits, amended filings, and dispute resolution with the IRS. Our CPAs leverage deep regulatory knowledge to address compliance issues, correct errors, and negotiate settlements. We handle communication and documentation to protect clients' interests throughout the process.
People
Sandra C. Thomas
Owner and Principal
Certified Public Accountant and Personal Financial Specialist with 30+ years of experience. Graduated from Baldwin Wallace College with a BSA in Accounting. Registered Investment Adviser in Ohio, holding FINRA Series 65 license. Specializes in tax strategy and retirement planning.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, entity selection, dissolution planning, and accounting system setup for small businesses. Our services include annual filings, quarterly estimates, and strategic tax planning to optimize business financial health.
How does your wealth management approach differ from other firms?
We focus on income-generating investments rather than market trends. Our independent research selects securities based on client goals without brokerage commissions influencing decisions, ensuring unbiased portfolio construction.
What documents should I bring to my first appointment?
Bring tax returns from the past two years, investment statements, insurance policies, debt information, and retirement account details. Estate planning requires trust documents, property appraisals, and death certificates for valuations.
Do you offer retirement planning consultations?
Yes, we recommend starting 2-5 years before retirement. We analyze income sources, tax implications, and inflation risks, creating detailed reports to ensure financial stability throughout retirement years.
How do you ensure client data security?
Client financial data resides on a separate offline network with encrypted storage. We maintain off-site backups disconnected from internet systems, preventing unauthorized access while complying with industry security standards.
