Business Details
Your Trusted Accounting and Tax Advisors in Dublin, OH
Switzer & Roy has been a trusted partner in the Dublin community for decades, dedicated to providing innovative, results-oriented accounting and financial services. Our team of certified professionals combines deep industry expertise with a commitment to personalized service, helping clients achieve their financial goals through strategic planning and meticulous attention to detail. We specialize in accounting, tax planning, business consulting, payroll, and QuickBooks solutions, tailored to meet the unique needs of individuals, businesses, and nonprofit organizations.Our focus on service, integrity, and long-term relationships has earned us a reputation as a reliable and authoritative leader in the accounting profession. We prioritize client education and transparency, ensuring our clients understand their financial landscape and make informed decisions. With a foundation built on trust and a dedication to continuous improvement, we strive to exceed expectations in every engagement.
Services
Personal Financial Planning
Tax Preparation
QuickBooks Services
Estate Planning
Small Business Accounting
IRS Audit Representation
Payroll Services
Business Valuation
Forensic Accounting
Retirement Planning
Highlights and features
- We offer over 40 years of combined experience in accounting and tax services.
- Our team includes certified CPAs with expertise in diverse financial sectors.
- We provide tailored solutions for individuals, small businesses, and nonprofits.
- We specialize in QuickBooks setup and training for efficient financial management.
- Our client-first approach ensures personalized service and long-term partnerships.
Associations and certifications
- OH State CPA Certificates
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We maximize deductions and credits while minimizing liabilities through strategic planning. Clients receive personalized guidance to navigate complex tax codes and optimize financial outcomes.
QuickBooks Services
We provide comprehensive QuickBooks setup, training, and support to streamline financial operations. Our experts ensure accurate implementation and ongoing assistance to enhance business efficiency. Clients gain confidence in their financial management through tailored software solutions.
Estate Planning
Our estate planning services protect assets and ensure legacy goals are met. We coordinate wills, trusts, and tax strategies to minimize probate and maximize inheritance value. Clients receive compassionate guidance to navigate complex legal and financial considerations.
Small Business Accounting
We offer full-cycle accounting for small businesses, including bank reconciliations, financial statements, and payroll. Our services provide clarity on cash flow and financial health. Clients benefit from proactive consultations to support informed business decisions.
IRS Audit Representation
Our team advocates for clients during IRS audits, ensuring compliance and resolving disputes efficiently. We handle communication and documentation to protect client interests. Proactive strategies are implemented to prevent future audit risks and maintain tax compliance.
People
Jeffrey K. Jones
Managing Partner
Jeffrey K. Jones, CPA, has over 40 years of public accounting experience. He specializes in tax preparation, investment services, and business consulting for diverse clients.
Benjamin Simmons
Partner
Benjamin Simmons, CPA, brings 25 years of expertise in bookkeeping, tax, and business consulting. He focuses on individual and business clients, emphasizing process improvement and client education.
William Cochran
Audit Partner
William Cochran, CPA, specializes in audits for for-profit, nonprofit, and municipal clients. With 30+ years in public accounting, he ensures rigorous financial oversight and compliance.
Judy Billing
Senior Accountant
Judy Billing, CPA, offers 30 years of tax advisory and accounting experience. Her expertise includes individual and business tax strategies, with a focus on client-centric solutions.
Valerie Sauer
Accounting Professional
Valerie Sauer, with 25 years in public accounting, specializes in financial reporting and client support. Her background includes extensive work with small businesses and QuickBooks systems.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, and cash flow management tailored to small businesses. Our services ensure accurate financial tracking and compliance.
Do you handle IRS audit representation?
Yes, we offer IRS audit defense services, including documentation preparation and direct communication with tax authorities to resolve disputes efficiently.
Can you help with QuickBooks setup and training?
We offer QuickBooks setup, customization, and staff training to optimize accounting processes for businesses of all sizes.
What estate planning services are available?
Our estate planning includes wills, trusts, tax strategies, and asset protection to ensure your legacy is preserved according to your wishes.
Do you provide tax planning for individuals?
Yes, we offer personalized tax planning to minimize liabilities, maximize refunds, and ensure compliance with federal and state regulations.
Are consultations free?
We provide free initial consultations to discuss your financial needs and determine the best services for your situation.
