Business Details
40 Years
experience
Expert Accounting & Tax Services in Columbus, OH
Established in 1986, McCurdy & Associates has been providing quality financial guidance to individuals and businesses throughout central Ohio. Our expertise spans tax management, accounting services, audits, financial statements, and financial planning. We combine deep industry knowledge with a commitment to personalized service, ensuring every client receives tailored analysis and attention. Our mission is to deliver high-quality accounting, tax, and financial services while maintaining open communication to understand client needs through research and sound analysis.With decades of experience, we have built a reputation for excellence, professionalism, and client-focused solutions. Our team of seasoned professionals is dedicated to staying current with evolving tax laws and financial regulations, providing clients with strategic, forward-thinking advice. We pride ourselves on fostering long-term relationships through transparency, reliability, and a proactive approach to financial success.
Services
Tax Management
Accounting Services
Audits
Financial Planning
IRS Representation
Payroll Services
Estate Planning
Business Valuation
Retirement Planning
Debt Advising
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to client needs.
- We maintain transparency and open communication throughout the process.
- Our professionals stay updated on evolving tax laws and regulations.
- We prioritize long-term client relationships built on trust and results.
What people say
Knowledgeable team
Reliable advice
Personalized service
Proactive planning
Community involvement
Services
Tax Management Services
McCurdy & Associates provides comprehensive tax planning and preparation services to minimize liabilities and maximize cash flow. Our experts analyze tax laws to optimize opportunities for individuals and businesses. We ensure compliance while helping clients achieve financial goals through strategic tax strategies.
Audits, Reviews, and Compilation
We offer all levels of financial statement assurance, including audits, reviews, and compilations. Our audits provide third-party validation, reviews ensure data integrity, and compilations organize financial information for internal use. These services enhance credibility and support informed decision-making for businesses.
Financial and Retirement Planning
Our retirement planning services guide clients through asset allocation, investment monitoring, and tax-efficient strategies. We help individuals and businesses create sustainable financial plans for retirement, ensuring long-term stability and minimizing tax implications for optimal after-tax returns.
IRS Representation
McCurdy & Associates offers professional IRS representation during audits, leveraging expertise in tax law to resolve issues efficiently. We advocate for clients, address inquiries, and ensure compliance while protecting their interests during federal and state tax examinations.
Business Valuation
We provide detailed business valuation analysis to determine company worth for mergers, acquisitions, or estate planning. Our services identify value drivers and assess financial health, supporting strategic decisions for business owners and investors.
People
Bob McCurdy
CPA, President
Founder of McCurdy & Associates with over 35 years of experience in accounting and auditing. Specializes in strategic financial consulting for small and medium-sized businesses. Active community leader and member of the American Institute of CPAs.
Chris McCurdy
CPA, Partner
Partner with expertise in individual and corporate tax, audit, and attestation services. Former Deloitte auditor with a focus on strategic financial planning. Committed to client education and community involvement through coaching.
Thomas Hoffman
CPA, Manager
Tax and audit specialist with over 15 years of experience. Holds an MBA and focuses on complex tax planning and audit services. Known for technical expertise and dedication to client financial success.
Brandon Breese
Staff Accountant
Experienced in tax returns, audits, and financial reporting for individuals and corporations. Graduated from Ohio Dominican University and provides hands-on support for client accounting needs.
Omar Jalloh
Staff Accountant
Specializes in income tax and compilation services. Former NCAA athlete with a focus on efficient tax solutions. Pursuing a master's in taxation to enhance client advisory capabilities.
Questions
What accounting services does McCurdy & Associates offer?
We provide tax management, audits, financial planning, payroll services, IRS representation, and business valuation for individuals and businesses.
Do you serve businesses outside Columbus, Ohio?
While based in Columbus, we serve clients throughout central Ohio and beyond with tailored financial solutions.
Are your services available year-round?
Yes, our core services are available year-round, though tax season may require advanced scheduling for timely support.
What credentials do your accountants hold?
Our team includes Certified Public Accountants (CPAs) with memberships in the American Institute of CPAs and the Ohio Society of CPAs.
Do you offer online client resources?
Yes, we provide a secure client portal for document sharing, tax forms, financial calculators, and monthly newsletters.
