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Our Services

We offer Tax Services / Bookkeeping and Accounting Services / Computer and Secretarial Services

Tax Services

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  • Year-round Tax Preparation for Individuals and Businesses.

  • IRS e-file: Faster refunds, reduced data entry errors by IRS and Ohio, acknowledgement of receipt by tax agencies.

  • Preparation of all taxes including payroll taxes, sales taxes, and personal property taxes.

  • Amended taxes and prior year tax returns.

  • Audit representation at all levels of IRS and Ohio.

  • Offers in compromise with IRS and assistance in arranging payment terms.

  • Year-round tax planning, retirement planning, estate planning and education planning.

  • Assistance in organization of tax records for more efficient tax preparation, saving you preparation fees.

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Free Electronic Filing
Individual Tax Returns
Corporate Tax Returns
Partnership Tax Returns
Estate and Trust Tax Returns
Retirement Plan Tax Returns
Tax Exempt Organization Tax Returns
Homeowners' Association Tax Returns
Tax Planning
Tax Audit Assistance

Bookkeeping & Accounting

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  • Personalized bookkeeping services to suit your business needs.

  • Computerized bookkeeping systems: selection of bookkeeping programs, set up and implementation, training, review of existing systems.

  • Financial report preparation for management or financial institutions.

  • Selection of business entities and accounting methods.

  • Business, financial and tax planning to assist you in tax reduction, increased efficiency in operations and increased profit.

  • Payroll services and payroll tax preparation.

  • Analysis of your business practices.

  • Pension plan selection.

  • Management consulting and advice.


Computerized Bookkeeping
Financial Report Preparation
Loan Packaging
Probate Court Reporting for Estates & Trusts
Financial Management

Business Planning and Budgeting
Simplified Bookkeeping Systems
Billing Services
Payroll Services
Check Writing

QuickBooks Setup, Support and Training

Computer and Secretarial

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  • Mailing Lists

  • Word Processing

  • Billing Services

  • Selection and Implementation of Automated Systems

  • Computer Systems Consulting

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Our Success

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Our success is dependent on your success. We strive to be the best partner possible in your business life.

 

Our tax professionals have a minimum of thirty hours per year in training, and are committed to contribute to your success and the success of your business.

Our Service Area

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We service clients in Lake County, Cuyahoga County, Summit County, and Geauga County, Ohio including Mentor, Painesville, Kirtland, Willoughby, Concord, Chardon, Wickliffe, Willoughby Hills, Fairport Harbor, Eastlake, Perry, Chardon, Newbury, Burton, Greater Cleveland, and more.

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