Landaker & Associates

Business Details

49 Years

experience

Trusted Accounting & Tax Services in Westerville, OH

For over four decades, Landaker & Associates has been a trusted partner in accounting and financial services, serving individuals and businesses in Westerville, Ohio. Our firm combines deep expertise in tax law, financial planning, and business advisory services to provide tailored solutions that meet each client's unique needs. With a team of certified professionals, including CPAs and experienced accountants, we prioritize personalized attention and technical excellence. Our services span personal financial planning, business accounting, complex tax preparation, and IRS audit representation, ensuring comprehensive support for all financial matters. Committed to transparency and client education, we empower clients to make informed decisions about retirement planning, estate management, and business growth.

As a locally owned firm, we understand the importance of building long-term relationships based on trust and reliability. Our team stays current with evolving tax regulations to deliver accurate, compliant solutions while protecting clients' interests during audits or tax disputes. From small business accounting systems setup to advanced financial forecasting, we offer scalable services that adapt to changing needs. Our dedication to quality service has earned consistent praise for responsiveness and professional attention. By focusing on clear communication and ethical practices, we aim to be the financial advisors clients can rely on for both immediate needs and long-term security.

Services

Tax Preparation Financial Planning Business Accounting IRS Audit Representation Estate Planning Payroll Services QuickBooks Support Retirement Planning Bookkeeping Tax Relief Services

Details

Year established: 1977

Highlights and features

Certified CPAs with 40+ years of combined experience in tax and accounting
Personalized financial planning tailored to individual and business needs
Comprehensive IRS audit representation and tax dispute resolution services
Customized business accounting systems implementation for small businesses
Free initial consultation to understand client-specific financial challenges

What people say

Leading firm in the area Personal and professional attention Professional and responsive Known for quality service Competent tax solutions

Website

Update Listing

Services

Tax Preparation

Our firm provides comprehensive tax preparation services for individuals and businesses, covering federal, state, and local tax returns. We specialize in complex scenarios including cryptocurrency accounting, non-profit organizations, and business succession planning. Our team ensures maximum deductions while maintaining full compliance with current tax regulations through meticulous return preparation.

IRS Audit Representation

We offer specialized IRS audit representation services, handling all correspondence and negotiations with tax authorities. Our expertise includes resolving payroll tax problems, lien and levy releases, and payment plan negotiations. With decades of experience in tax dispute resolution, we protect clients' interests while minimizing potential financial liabilities during audit proceedings.

Financial Planning

Comprehensive financial planning services focus on retirement strategies, estate preservation, and tax-efficient wealth transfer. We develop customized plans considering Social Security optimization, investment strategies, and required minimum distributions. Our approach integrates tax planning with long-term financial goals to create sustainable wealth management solutions for individuals and business owners.

Business Accounting

Tailored accounting solutions for small businesses include bookkeeping, cash flow management, and financial statement preparation. We implement effective accounting systems, budget forecasting models, and internal controls to ensure business financial health. Our services support business advisory needs from startup formation to succession planning and tax-efficient business operations.

QuickBooks Support

Specialized QuickBooks services include system setup, training, and optimization for small to mid-sized businesses. We provide software configuration, financial reporting guidance, and troubleshooting support to maximize accounting efficiency. Our experts help businesses implement best practices for accurate financial tracking and tax preparation using Intuit's accounting platform.

People

James Adam Landaker

Founder

CPA with 45+ years of experience, graduated from Franklin University (1972). Former Ohio Accountancy Board member and Becker CPA Review instructor. Specializes in tax preparation and business advisory services.

Michelle Landaker Carrier

President

CPA and MBA holder from Franklin University. Joined the firm in 1998, passed CPA exam in 2002. Manages business operations and provides specialized tax planning for corporations and non-profits.

Kyle A Harildstad

Accountant

CPA candidate with banking experience, joined firm in 2017. Prepares tax returns and financial statements for diverse business entities while completing his master's degree.

Alec J Lomax

Accounting Associate

Accounting graduate from Franklin University, prepares client returns and handles bookkeeping tasks. Transitioned from retail business experience to tax services in 2021.

Rita Westwood

Administrative Assistant

Accounting professional with 30+ years of experience, joined the firm in 2015. Handles accounts payable management and provides essential client support services.

Questions

What accounting services do you offer for small businesses?

We provide comprehensive business accounting including bookkeeping, payroll services, cash flow management, and financial statements. Our services help small businesses maintain accurate records and make informed financial decisions.

How can you help with IRS tax problems?

Our firm offers IRS audit representation, tax lien and levy resolution, payment plan negotiations, and back tax filings. We handle all IRS correspondence to protect your interests during tax disputes.

Do you provide personal financial planning services?

Yes, we offer complete financial planning covering retirement strategies, estate planning, and tax-efficient wealth transfer solutions tailored to individual client needs and goals.

What QuickBooks services are available?

We offer QuickBooks setup, training, system optimization, and troubleshooting services to help businesses maximize their accounting software capabilities for better financial management.

How do you handle business succession planning?

Our business advisory services include comprehensive succession planning strategies to ensure smooth transitions while addressing tax implications and business continuity requirements.

What makes your firm different from other accountants?

We combine decades of experience with personalized service, offering CPAs who provide tailored solutions across tax preparation, financial planning, and business advisory needs.