We've designed our services so you may choose the degree of business support you need. If you're interested in a more comprehensive approach, see our additional "consulting" pages. We look forward to partnering with you to help you achieve future success.
We like to minimize
Just as "location" is key when it comes to real estate, "minimize" is the magic word in tax planning and preparation. Our experts know the tax advantages that favor various industries and individuals. Let us work with you to develop strategies that will maximize your tax benefits and write-offs and minimize your tax liabilities.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business or practice strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We also offer personal tax planning and preparation.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities, including individuals, corporations, partnerships, trusts, estates and not-for-profit organizations.
"They're the whole package. They provide honest, practical advice that keeps us heading in the right direction."
Raj K. Maturi, MD
Midwest Eye Institute, Indianapolis, IN
"They replace problems with solutions."
"It's helpful to have someone with their experience navigate all the different dynamics of a larger practice."
James Wendel, MD
Mt. Auburn Ob/Gyn Associates
"It's just not all about the numbers. They understand accounting but don't settle for bean counting."
"We appreciate their culture of integrity and have complete trust in them with all our business dealings."
Donald J. Raithel, MD
Anesthesia Associates of Cincinnati
"They won't lead us down the wrong path."
"They have the reputation, size and depth to handle our large practice and are extremely rapid in their response."
Richard L. Liston, MD
Dayton Eye Associates
"Any accountant can give you the numbers, but it's their people who make the difference with clear insight."
Frank Dumont, MD
"They are the equivalent of a versatile financial tool for a business like ours."
Jeff Isenogle, Dalbert
Woodruff & Isenogle Funeral Home
"They take tremendous interest in me, not just as a client, but on a personal level, too, and want me to do well."
Murray Dock, DDS, MSD
Montgomery Pediatric Dentistry
"They bring the truth, even the hard truth, to the table."
City Gospel Mission
"I can call them and before we get off the phone, we have a plan to solve a problem or at least are moving toward it. I feel like I've chosen the Cadillac."
John W. Richard, MD
Bluegrass Family and Extended Care, Lexington, KY
"Honesty is their biggest differentiator."
"We feel very well taken care of and view them as an extension of our group. We couldn't do what we do without their support."
Chief Operating Officer
Cincinnati SportsMedicine and Orthopaedic Center