Business Details
45 Years
experience
Your Trusted Partner for Accounting Solutions in Mount Vernon
Established in 1981, McDaniel CPA has evolved from Dennis and Schisler to a modern accounting firm led by Certified Public Accountant Renee McDaniel. Our team brings decades of combined experience in public accounting, nonprofit financial management, and small business tax services. We specialize in bookkeeping, payroll processing, individual and business tax returns, and strategic tax planning for clients across Mount Vernon and surrounding areas. Our historic downtown office features high-tech infrastructure to support remote financial collaboration through secure online tools.With eight dedicated professionals, we maintain a client-centric approach that emphasizes personalized service, community engagement, and continuous professional development. Our expertise spans QuickBooks support, fiduciary tax preparation, and compliance solutions tailored to nonprofit organizations and mid-sized enterprises.
Services
Bookkeeping
Tax Preparation
Payroll Services
Tax Planning
Business Tax Returns
Details
- Year established: 1981
Highlights and features
- CPA-led team with 40+ years combined accounting experience
- Specialized expertise in nonprofit and small business tax compliance
- Secure online financial tools for real-time account access
- Personalized service from Mount Vernon-based professionals
- Continuously updated technology infrastructure for efficient processing
Associations and certifications
- American Institute of Certified Public Accountants
- National Association of Tax Preparers
What people say
Expert tax preparation
Personalized service
Reliable financial advice
Professional team
Accurate bookkeeping
Services
Bookkeeping
Comprehensive bookkeeping services for businesses of all sizes. We maintain computerized accounts with quarterly, monthly, or annual reporting cycles. Our team handles journal entries, bank reconciliations, payroll tax returns, and W-2/1099 preparation while supporting major accounting software platforms.
Tax Preparation
Individual and business tax return preparation for 1,000+ clients annually. Specializing in federal/state filings for C corporations, S Corps, LLCs, partnerships, and sole proprietors. Our expertise includes trust returns, fiduciary accounting, and minimizing tax liabilities through strategic compliance.
Payroll Services
Full-service payroll management for small businesses. We handle record-keeping, time card processing, tax withholdings, federal/state filings, and check issuance. Services include W-2 and 1099 preparation with downloadable forms for Ohio IT-4, new hire reporting, and direct deposit authorization.
Tax Planning
Long-term tax minimization strategies combined with annual forecasting and mid-year adjustments. Our planning services help individuals and businesses optimize financial decisions while maintaining compliance with evolving tax regulations through personalized consultation.
Business Tax Returns
Specialized preparation of business tax returns for service, manufacturing, and nonprofit entities. We serve C corporations, S Corps, LLCs, partnerships, and sole proprietors with state and federal filings that ensure compliance while maximizing tax efficiency.
People
Renee McDaniel
Managing Director
CPA and MBA holder with experience in public accounting, nonprofit finance, and corporate controller roles. Member of AICPA and National Association of Tax Preparers. Community leader serving Knox Energy Cooperative and United Way.
Sandy Rogers
Staff Accountant
40+ years accounting experience including hospital and nursing home management roles. Specializes in accurate financial reporting and enjoys crocheting, reading, and dog walking.
Jen Lang
Staff Accountant
MBA holder with 16 years payroll and bookkeeping expertise. Specializes in QuickBooks implementation and business process optimization while managing home renovation projects.
Sara Rine
Staff Accountant
Accounting graduate with expertise in business management. Focuses on accurate financial reporting while maintaining active lifestyle through gardening, cooking, and travel.
Tirza Young
Staff Accountant
10 years office management experience in Germany and 5 years in US higher education finance. Specializes in precise bookkeeping and enjoys outdoor activities with family.
Questions
What documents should I keep for tax records?
Retain tax-related documents like receipts, invoices, and returns for 3-7 years depending on type. Specific retention periods available in our downloadable guide.
When will I receive my tax refund?
Check IRS's 'Where's My Refund?' tool for real-time status updates. Most refunds process within 21 days of electronic filing.
Are IRS phone calls legitimate?
The IRS never initiates contact via phone. Always verify communications through official channels and report suspicious calls immediately.
Do you handle business tax filings?
Yes, we prepare returns for all business structures including corporations, LLCs, partnerships, and sole proprietorships with state and federal compliance expertise.
Can you help with payroll processing?
Our comprehensive payroll services include tax filings, W-2/1099 preparation, and direct deposit management for small businesses in Ohio and surrounding areas.
What accounting software do you support?
We specialize in QuickBooks but support all major accounting platforms with customized solutions for small to mid-sized businesses.
