Business Details
44 Years
experience
Trusted Tax & Accounting Services in Akron
Founded in 1982, Capital Business Resources, Inc. has established itself as a trusted provider of comprehensive tax, accounting, and financial management solutions. Our team of certified professionals brings decades of combined experience in serving individuals and small businesses across the greater Akron area. We prioritize personalized service through a relationship-driven approach, ensuring clients receive tailored strategies for wealth preservation and financial growth.Our expertise spans tax preparation, financial statement analysis, business consulting, and specialized services like estate planning and IRS representation. We emphasize integrity, proactive communication, and technological innovation to deliver seamless financial solutions that adapt to evolving client needs and industry standards.
Services
Tax Preparation
Financial Statements
Business Consulting
Payroll Services
Estate Planning
IRS Representation
Business Valuation
Retirement Planning
Notary Services
Tax Planning
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience in accounting and tax services since 1982.
- Our team provides personalized financial solutions tailored to individual client needs.
- We deliver comprehensive services covering tax planning, business consulting, and IRS representation.
- Our proactive approach ensures timely responses to client inquiries and regulatory changes.
- We combine technical expertise with a commitment to ethical financial management.
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filing for individuals and businesses. We specialize in federal, state, and local tax returns while identifying deductions and credits to minimize liabilities. With expertise dating to 1982, our team stays current with changing tax laws to provide strategic guidance that aligns with clients' financial goals.
Business Consulting
We provide data-driven business consulting to enhance profitability and operational efficiency. Our services include cash flow analysis, entity selection, and succession planning. By combining industry knowledge with personalized strategies, we help businesses navigate challenges and capitalize on growth opportunities through informed decision-making.
Estate Planning
Our estate planning solutions ensure seamless asset transfer while minimizing tax burdens. We develop customized plans that address business continuity, beneficiary security, and legal compliance. By integrating with broader financial strategies, we help clients preserve wealth across generations while meeting evolving regulatory requirements.
IRS Representation
We offer professional representation during IRS audits and tax disputes. Our certified experts negotiate on clients' behalf while ensuring documentation accuracy and regulatory compliance. With decades of experience, we resolve complex tax issues efficiently, protecting clients' interests and mitigating potential penalties or liabilities.
Financial Statements
We prepare audited financial statements that meet professional standards for businesses. Our services include balance sheets, income statements, and cash flow analyses to support decision-making. By maintaining transparency and accuracy, we help companies demonstrate financial health to stakeholders while complying with reporting requirements.
People
Edward P. Holland
President
With over four decades in accounting leadership, Edward P. Holland oversees strategic operations at Capital Business Resources. He focuses on maintaining client relationships and ensuring technical excellence in tax and financial services.
David N. Peloquin
Chief Executive Officer
David Peloquin directs the firm's vision and growth initiatives. His expertise in business taxation and financial planning drives innovative service development while maintaining compliance with evolving industry standards.
Frank Fogg
CPA
Frank Fogg provides specialized accounting services, leveraging his certified public accountant credentials to deliver accurate financial reporting. He focuses on individual and business tax compliance while mentoring junior staff in best practices.
Kate Kleski
Corporate Tax Manager
Kate Kleski manages corporate tax operations, overseeing preparation and compliance for business clients. Her technical expertise ensures accurate filings while advising clients on tax-efficient business structures.
Sherri Mitchen
Payroll Manager
Sherri Mitchen leads payroll services, implementing efficient systems for clients. She specializes in tax regulation compliance and streamlining payroll processes to reduce administrative burdens for businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax compliance services tailored to small businesses' unique needs.
How can you assist with personal tax planning?
Our tax planning identifies deductions, credits, and strategies to minimize liabilities while aligning with long-term financial goals.
Do you have experience with IRS audit representation?
Yes, our team has represented clients in IRS audits since 1982, resolving disputes efficiently and protecting client interests.
What financial consulting services are available?
We offer cash flow analysis, business valuation, succession planning, and entity structure advising to enhance profitability.
How do you handle business tax filings?
We prepare and file federal, state, and local business tax returns while optimizing tax-saving opportunities.
Can you help with estate and trust tax compliance?
Yes, we prepare estate tax returns and develop strategies to minimize transfer taxes during wealth succession.
