Business Details
37 Years
experience
Trusted Accounting and Financial Advisory Services in Medina, Ohio
S.C. Thomas & Associates, CPA is a Certified Public Accounting firm that has been providing tax, accounting, and financial services for over 30 years. Headquartered in Medina, Ohio, we serve clients nationwide with a commitment to personalized service and individualized solutions. Our team brings decades of taxation, accounting, and financial planning expertise, supported by extensive independent research and a client-first philosophy. We prioritize income-based investment strategies to create stable income streams for clients, ensuring portfolios remain productive in all market conditions. Our security practices include encrypted data, offline backups, and a dedicated internal network to protect client information.As a Registered Investment Adviser, we maintain independence by receiving no compensation from third parties, focusing solely on client needs. Our founder, Sandra C. Thomas, holds certifications including CPA, PFS, and Enrolled Agent, reflecting our dedication to professional excellence. We specialize in tax planning, retirement strategies, estate management, and small business advisory services. Our approach combines technical expertise with personalized attention, avoiding standardized solutions in favor of tailored financial plans. With offices in Medina and Cleveland, Ohio, we remain accessible year-round for tax planning, IRS representation, and comprehensive financial guidance.
Services
Tax Planning
Wealth Management
Retirement Planning
Financial Advisory
IRS Representation
Details
- Year established: 1989
Highlights and features
- We offer 30+ years of specialized tax and financial planning expertise.
- Our services are fully personalized with no standardized templates.
- We implement advanced security measures for client data protection.
- Our independent research focuses on fundamental investment analysis.
- We maintain transparency through direct client communication and reporting.
Associations and certifications
- Certified Public Accountant (Ohio Board of Accountancy)
- Personal Financial Specialist (AICPA)
- Enrolled Agent (Department of the Treasury)
- Registered Investment Adviser (Ohio Division of Securities)
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial position through strategic tax reduction strategies. We analyze current financial situations, identify eligible deductions and credits, and implement year-round planning to minimize tax liabilities. Our team stays current with evolving tax regulations to ensure compliance while maximizing savings for clients.
Wealth Management
We provide customized wealth management solutions focused on generating stable income streams through conservative investment strategies. Our approach emphasizes fundamental analysis over market trends, with personalized portfolio management that adapts to changing life circumstances and retirement goals while maintaining strict security protocols.
Retirement Planning
Our retirement planning services help clients prepare for financial security during retirement. We conduct comprehensive analyses of income sources, develop sustainable withdrawal strategies, and create detailed projections to ensure retirement goals are met. Services include Social Security optimization and pension planning with annual updates to maintain alignment with changing needs.
Financial Advisory
We offer comprehensive financial advisory services covering budgeting, debt management, and long-term financial goal setting. Our advisors create personalized roadmaps for major life events like education funding, home purchases, and business ownership while addressing tax implications and risk management considerations throughout the planning process.
IRS Representation
Our IRS representation services provide expert support for tax-related issues including audits, collections, and dispute resolution. Certified professionals handle all communications with tax authorities, prepare necessary documentation, and develop strategies to resolve tax problems while protecting client interests throughout the process.
People
Sandra C. Thomas
Owner and Principal
Certified Public Accountant with 30+ years of experience, holding PFS designation from AICPA and registered as Investment Adviser in Ohio. Graduated from Baldwin Wallace College with BSA in Accounting, specializing in tax and financial planning for individuals and small businesses.
Questions
What accounting services do you offer?
We provide tax planning, preparation, and IRS representation for individuals and businesses, along with financial advisory services including retirement planning and wealth management.
How do I schedule an appointment?
Appointments are available Monday-Friday 10:00am-4:00pm by calling our Medina (330-725-3162) or Cleveland (330-225-3162) offices during business hours.
What documents should I bring to my appointment?
Bring tax returns from the past two years, financial statements, insurance policies, debt information, and retirement account details relevant to your specific service needs.
Are your financial advisors certified?
Yes, our principal advisor holds CPA, PFS (AICPA), and Enrolled Agent certifications, with registration as an Investment Adviser through the Ohio Division of Securities.
How do you protect client financial data?
We use encrypted data storage, maintain separate internal networks for client information, and implement offline backups with no internet connectivity for sensitive financial records.
Do you offer retirement planning services?
Yes, we specialize in retirement income planning, including Social Security optimization, pension analysis, and sustainable withdrawal strategies with annual updates to maintain plan accuracy.
