Business Details
48 Years
experience
Professional Accounting & Tax Services Cleveland
With over four decades of dedicated service, W.J. Gordon & Associates has established itself as a trusted partner in accounting and tax advisory. Our practice is rooted in a family-centric ethos, treating every client as an extension of our own family. This philosophy drives our commitment to personalized service, where we prioritize understanding your business and individual needs to craft actionable financial strategies. Our team combines extensive experiencespanning decades in accounting, IRS management, and tax lawwith a proactive approach to problem-solving.We specialize in simplifying complex financial landscapes through tailored solutions, from entity selection and QuickBooks implementation to audit preparation and tax optimization. Our guarantee is unwavering: to deliver the highest quality service, guided by transparency and a passion for client success. As industry veterans, we empower businesses and individuals to achieve their goals with confidence, ensuring every decision is informed, strategic, and aligned with long-term prosperity.
Services
Business Services
Accounting Services
Tax Preparation
Tax Planning
QuickBooks Installation
Financial Statement Analysis
IRS Representation
Bookkeeping
Audit Preparation
Payroll Systems
Details
- Year established: 1978
Highlights and features
- We bring over 40 years of accounting experience and IRS audit expertise.
- Our QuickBooks ProAdvisor certification ensures tailored software solutions.
- Personalized service treating clients like family with proactive financial strategies.
- Proven track record in resolving complex tax issues and audits.
- Team of CPAs and specialists with deep local and industry knowledge.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Highest level of customer service
Forward thinking and proactive approach
Prompt response time
Dedicated and knowledgeable team
Creative and honest solutions
Services
Business Services
We guide businesses through entity selection, paperwork filing, accounting system setup, and strategic planning. Our services ensure seamless new business formation while addressing tax implications and operational efficiency. Clients benefit from customized solutions that align with their long-term goals.
Tax Preparation
Our tax preparation covers individual and business returns, focusing on accuracy and maximizing deductions. We streamline messy bookkeeping, minimize audit risks, and ensure compliance with federal and state regulations. Expertise includes IRS e-filing and resolving delinquent returns.
Accounting Services
We offer full-cycle accounting, including reconciliations, financial statement preparation, and internal controls. Our File Cabinet Accounting system improves workflow efficiency, reduces errors, and provides actionable insights for informed decision-making tailored to small businesses.
IRS Representation
Led by a former IRS audit manager, we provide expert representation for audits, liens, levies, and payment plans. Our proactive strategies mitigate risks and resolve complex tax issues, ensuring compliance while safeguarding clients' interests.
Tax Planning
We develop proactive strategies to legally reduce tax liability, leveraging current law expertise. Services include retirement planning, estate considerations, and coordination with financial advisors to align tax savings with broader financial goals.
People
Sara M. Lotts
President and Chief Operating Officer
CPA with 15+ years in accounting, specializing in small business automation. Developed reliable financial systems for 30+ schools nationwide. Joined W.J. Gordon in 2007, focusing on proactive tax planning and client education.
Kristy L. Gordon
Vice President and Chief Financial Officer
Graduated from Penn State in 2003, with experience in insurance and lien management. Leads tax compliance and client relationships, ensuring timely, accurate filings. Focuses on proactive financial strategies for small businesses.
Stacey L. Keyser
Senior Account Executive and Tax Associate
Former retail manager with expertise in streamlined accounting solutions. Specializes in municipal tax compliance. Prioritizes client relationships and stays current on tax law changes to deliver precise advice.
William J. Gordon, Jr.
Founder/Retired CPA
Founded the firm in 1978. Former IRS Audit Division manager and tax counsel. Holds law and accounting degrees. Retired in 2022, leaving a legacy of tax expertise and client-centric service.
Tina Gordon
Legal Secretary/Office Manager (Retired)
Office manager for 42 years, ensuring accurate filings and operational efficiency. Wife of William J. Gordon, Jr., actively involved in parish and family life. Retired in 2022.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll systems, internal controls, and QuickBooks support tailored to small businesses' needs.
How do you handle complex tax situations or IRS audits?
Led by a former IRS manager, we specialize in audits, liens, levies, and tax debt resolution with proven strategies.
Can you assist with tax planning beyond basic compliance?
Yes, we proactively identify tax-saving opportunities aligned with your financial goals and evolving regulations.
How is your firm different from other accounting services?
Our family-like approach, 40+ years of experience, and hands-on guidance create long-term client partnerships focused on success.
What areas do you serve?
Primarily Northeast Ohio, with nationwide support for accounting, tax, and advisory services.
