Our Services
A full-service CPA relationship — built around the individuals, families and small businesses of the greater Cincinnati area. Every engagement is led by a principal, and every year-over-year relationship is built on trust, expertise, and a real understanding of your situation.
Tax Preparation & Planning
Tax return preparation for individuals, businesses, estates, trusts, and not-for-profits — backed by year-round planning so April isn’t your only conversation with your CPA.
Preparation
- Federal & multi-state individual returns
- C-corporation & S-corporation returns
- Partnership & LLC returns
- Estate & trust returns
- Not-for-profit returns
- Quarterly estimated tax payments
Planning
- Year-round tax projection & modeling
- Entity structure & salary/distribution planning
- Retirement & college savings tax strategy
- Estate & gifting planning
- IRS & state audit representation
- Back tax filings & payment arrangements
Accounting & Bookkeeping
Clean books that stay clean — the foundation of good business decisions, lender conversations and stress-free tax returns. We tailor our engagement to what you actually need: from full outsourced bookkeeping to a monthly review of the work your staff is doing.
Periodic
- Monthly & quarterly bookkeeping
- Bank & credit card reconciliation
- Accounts payable & receivable
- Sales tax reporting
- Payroll processing & reporting
Reporting
- Compiled financial statements
- Management reports & KPI dashboards
- Budget-to-actual analysis
- Cash flow projections
- Lender & investor packages
Business Consulting
The strategic conversations that happen between tax returns. Whether you’re starting, growing, selling or succeeding your business, we help you understand the numbers behind the decisions.
- Entity selection & formation — sole proprietorship, LLC, S-corp or C-corp; the right choice depends on your facts.
- Business valuation — for buy/sell agreements, estate planning, divorce, or owner transition.
- Cash flow & working capital planning — so growth doesn’t become an emergency.
- Budgeting & forecasting — with real accountability to the numbers you set.
- Succession & exit planning — coordinated with your attorney and financial advisor.
QuickBooks Support
Whether you’re new to QuickBooks or have been running it for years, we help make sure it’s giving you accurate numbers and actually saving you time.
- New-file setup & chart of accounts design
- Training for owners & staff
- Data cleanup & error correction
- QuickBooks Desktop to Online migration
- Ongoing support & monthly review
Personal Financial Planning
Your CPA is uniquely positioned to see your full financial picture — income, deductions, assets, liabilities and goals. We bring that view to retirement, education, estate and tax-efficient investment decisions, in coordination with your attorney and financial advisor.
- Retirement cash flow & withdrawal strategy
- Social Security & Medicare timing
- Education funding (529 plans & alternatives)
- Estate & gifting planning with your attorney
- Tax-loss harvesting & tax-efficient investing
- Roth conversion analysis
Not sure which service fits?
A 20-minute phone call is usually enough to figure it out. We’ll listen, ask a few questions, and tell you honestly whether we can help.
Contact Us