Our Services

Tax Planning and Preparation

Our comprehensive tax preparation and tax planning services focus on your need for sound, expert tax support—year round.  We work with you to develop a personalized plan with tax-saving strategies that are tailored to your unique situation. Learn more

Financial & Performance Management

Numbers are not just numbers; they tell a story of how the company is moving toward or away from its strategic objectives. Which direction are you going? This is what we do. We advise business owners seeking to improve and get a better grip on their business. Learn more how we can help.

Strategic Insights

We provide strategic actionable insights to grow your business. We empower business owners to make better financial decisions and achieve the business of their dreams. Learn more how we can help.

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Latest News

How to Manage a Struggling Company Culture

Whether you have a one-person show, a team of two or staff of 700- the number of employees has no […]

Tax Recordkeeping

Which records should you keep? You should keep information that you and the IRS need to determine your correct tax. […]

Why is Ohio Department of Taxation requesting your driver’s license info to be entered on electronically filed Ohio returns?

Ohio, along with other states, will require driver’s license information for the primary taxpayer and spouse (if Married Filing Jointly) beginning in the […]

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