Business Details
Certified CPAs for Small Business Accounting
We are a locally rooted firm dedicated to empowering small businesses through specialized accounting and tax expertise. Since our founding, we have prioritized strategic partnerships, delivering tailored solutions that address the unique financial challenges of our clients. Our approach combines deep technical knowledge with proactive planning, ensuring our clients remain compliant while optimizing their tax positions. By staying attuned to evolving regulations, we help businesses navigate complexities and focus on growth. Our team's cumulative decades of experience, including international firm backgrounds and industry-specific expertise, strengthens our ability to provide actionable insights.We emphasize transparency and collaboration, positioning ourselves as an extension of our clients' teams. From entity selection to multi-state tax compliance, we deliver precision and clarity. Our commitment to excellence is reflected in our long-standing relationships with clients and the trust earned through consistent results. We believe in fostering partnerships that extend beyond transactional interactions, aiming to be a cornerstone of financial success for small businesses. With every service, we uphold the foundational values of integrity, expertise, and client-centric focus that have defined our practice since inception.
Services
Tax Consulting Services
Business Income Tax Planning
Individual Income Tax Planning
Entity Start-Up and Selection
Tax Compliance Services
Corporate Returns
Partnership Returns
Multi-State Tax Returns
Tax Law Updates
Strategic Financial Advisory
Highlights and features
- We focus exclusively on small business tax and accounting needs.
- Our team includes CPAs with international firm experience.
- We proactively identify tax planning opportunities tailored to your business.
- Specialized expertise in real estate, construction, and professional services.
- Multi-state tax compliance with customized reporting solutions.
Services
Tax Consulting Services
Our tax consulting services provide strategic guidance to optimize financial outcomes. We analyze business structures, identify tax-saving opportunities, and ensure compliance with evolving regulations. Clients benefit from customized solutions that align with their long-term business objectives.
Business Income Tax Planning
We specialize in proactive business tax planning to minimize liabilities and maximize returns. Our approach includes evaluating deductions, credits, and entity structures while maintaining compliance with federal and state requirements.
Individual Income Tax Planning
Personalized tax strategies for business owners and professionals. We address complex income streams, investment portfolios, and estate considerations to ensure efficient personal tax management.
Entity Start-Up and Selection
Guidance on selecting optimal business structures during formation. We evaluate LLCs, S-Corps, and partnerships based on tax implications, liability protection, and operational goals to establish a strong financial foundation.
Multi-State Tax Returns
Comprehensive preparation of multi-state and local tax returns. Our expertise ensures accurate compliance across jurisdictions while identifying opportunities for nexus optimization and cost reduction.
People
Glenn
Partner
Partner with 10+ years at international firms. Specializes in real estate, construction, and small manufacturing taxation. Holds Master of Taxation from University of Cincinnati and CPA certification since 1996.
Beth
Partner
Experienced partner providing strategic tax solutions. Collaborates with small business owners to navigate complex federal and state tax regulations while supporting long-term financial goals.
Steven Lowe
Partner, Retired
Retired partner with 42-year career in public accounting. Former member of numerous professional organizations. Now enjoys active lifestyle while maintaining advisory relationships with longstanding clients.
Robert Wirth
Founder
Founding partner who established firm's client-first values. Summa Cum Laude graduate of Ohio State University. Respected for exceptional client service until his passing in 2010.
Questions
What industries do you specialize in?
We specialize in real estate, construction, professional service firms, and small manufacturing businesses.
Do you handle multi-state tax compliance?
Yes, we prepare and manage multi-state and local tax returns for businesses operating across jurisdictions.
Can you help with entity structure decisions?
We provide detailed analysis of LLCs, S-Corps, and partnerships to determine optimal business structures.
Do you offer tax planning for individuals?
Yes, we provide personal tax planning strategies tailored to business owners and professionals.
