Business Details
33 Years
experience
Your Trusted Cincinnati Accounting & Tax Planning Partner
Founded in 1993, William E Hesch CPA CPAs LLC provides comprehensive accounting, tax, and financial planning services to individuals and businesses in Cincinnati and Northern Kentucky. Our team of certified professionals, including CPAs, attorneys, and financial specialists, combines decades of experience with personalized service to deliver tailored solutions. We specialize in proactive tax consulting, business valuation, estate planning, and investment strategies, leveraging our unique expertise to help clients achieve their financial goals.Our commitment to ongoing education ensures clients receive up-to-date advice on evolving tax laws and financial regulations. With a focus on holistic planning, we address the interconnected legal, tax, and financial needs of our clients, fostering long-term relationships built on trust and results-driven service.
Services
Tax Planning
Financial Planning
Business Valuation
Estate Planning
Investment Strategies
Accounting Systems
Legal Document Preparation
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of combined CPA, legal, and financial planning expertise
- Our team holds specialized credentials including PFS, ABV, and CFF designations
- We provide integrated tax, legal, and financial solutions from a single source
- Our former Big 4 tax partner experience ensures sophisticated yet practical advice
- We maintain fiduciary responsibility through ongoing professional education
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Expertise in complex matters
Personalized service approach
Effective audit resolution
Proactive tax planning
Integrated legal/financial solutions
Services
Tax Planning
Our proactive tax planning services help Cincinnati businesses and individuals minimize tax liabilities while achieving financial goals. As CPAs and attorneys, we analyze your unique situation to identify optimal tax strategies. Our comprehensive approach considers business structure, retirement planning, and estate considerations to create tax-efficient solutions.
Financial Planning
Specialized financial planning services address retirement, education, and estate planning needs for Cincinnati residents. Our PFS-certified professionals develop customized strategies considering tax implications and long-term goals. We help clients optimize investment allocations and navigate complex financial decisions with confidence.
Business Valuation
Expert business valuation services support mergers, acquisitions, and succession planning for Northern Kentucky companies. Our ABV-certified professionals apply recognized methodologies to determine accurate business valuations. We provide detailed analysis for buy/sell agreements, tax purposes, and strategic planning needs.
Estate Planning
Comprehensive estate planning services protect Cincinnati families' assets and ensure legacy preservation. Our elder law attorneys and CPAs create customized plans considering tax efficiency and family needs. We implement wills, trusts, and advanced directives to address both personal and business succession requirements.
Investment Strategies
Tailored investment planning services align portfolios with financial goals and risk tolerance levels. We collaborate with qualified money managers to develop diversified investment strategies. Our approach considers tax efficiency, asset allocation, and long-term growth objectives for Cincinnati clients.
People
Bill Hesch
Founder/CPA/Attorney
Certified Public Accountant, attorney, and Personal Financial Specialist with 30+ years experience. Former Big 4 tax partner and corporate CFO. Author of tax planning strategies featured in industry publications. Specializes in integrated tax and business solutions.
Cathy Henry
CPA
Certified Public Accountant with 35+ years experience in public accounting and industry roles. Former Deloitte & Touche professional. Specializes in tax compliance and financial reporting. Active in local community organizations and professional associations.
Carrie Carroll
CPA
Experienced tax professional with 40+ years in public accounting. Focuses on individual and small business tax planning. Dedicated to minimizing tax liabilities through legitimate strategies. Longtime member of Cincinnati accounting community.
Tom Goodwin
CPA
Certified Public Accountant with 25+ years experience in corporate and public accounting. Holds securities licenses and insurance credentials. Specializes in financial planning and investment strategies. Active volunteer in local financial education initiatives.
Kathryn Buerger
Estate Planning Attorney
Licensed Ohio attorney specializing in estate planning and elder law. Former prosecutor and legal aid attorney. Focuses on Medicaid planning, probate, and special needs trusts. Combines legal expertise with compassionate client service for Cincinnati families.
Questions
What accounting services do you offer?
We provide tax preparation, business valuation, financial planning, estate planning, and investment strategy services for Cincinnati businesses and individuals.
How can tax planning benefit my business?
Our proactive tax planning identifies legal strategies to minimize liabilities while supporting business growth and succession planning goals.
Do you work with individuals or only businesses?
We serve both individuals and businesses, offering personalized solutions for tax planning, financial management, and estate needs.
What makes your firm unique?
Our combination of CPA, legal, and financial planning expertise provides integrated solutions that address multiple aspects of clients' financial needs.
How do you handle complex tax issues?
Our team's experience with audits, business valuations, and tax law changes enables effective resolution of complex tax matters.
Can you help with estate planning?
Yes, our estate planning services include wills, trusts, and succession plans tailored to individual family and business requirements.
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