Business Details
50 Years
experience
Your Trusted Partner for Accounting Solutions in Lancaster
Oatney & Associates, CPAs, Inc. has been a trusted provider of accounting, tax, and financial consulting services since 1976. Our firm was founded on the principle of delivering personalized service while maintaining the highest standards of professional expertise. We specialize in comprehensive financial solutions for both businesses and individuals, including tax planning, payroll reporting, and QuickBooks optimization. Our team of certified professionals brings decades of combined experience to every client engagement, ensuring accurate compliance with federal and state regulations. We prioritize proactive guidance year-round, helping clients maximize deductions and navigate complex financial landscapes.Our commitment to excellence is reflected in our long-standing reputation for trust and reliability within the Lancaster and Central Ohio communities. We maintain a client-centered approach, tailoring services to meet unique financial needs while staying at the forefront of industry developments. Our expertise extends to estate planning, business advisory services, and IRS representation, supported by ongoing educational initiatives like our Tax Talks With Tim program. Through strategic growth and consistent core values, we continue serving clients across multiple states while preserving the personalized attention of a local firm.
Services
Tax Planning
Bookkeeping
Payroll Processing
QuickBooks Support
IRS Representation
Financial Consulting
Estate Planning
Business Startups
Details
- Year established: 1976
Highlights and features
- We have over 40 years of experience in accounting and tax services.
- Our team includes certified CPAs with specialized tax expertise.
- We offer comprehensive financial solutions from tax planning to payroll.
- We provide year-round proactive financial guidance, not just annual services.
- Our client-centered approach tailors solutions to individual business needs.
What people say
Saved thousands in taxes
Solved IRS problems quickly
Tax code master
Wonderful staff
Proactive guidance
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial strategies throughout the year. We analyze your specific situation to identify legitimate deductions and credits while ensuring compliance with evolving tax regulations. Our CPAs provide proactive guidance to minimize liabilities and maximize savings across federal, state, and local tax obligations.
QuickBooks Support
We offer comprehensive QuickBooks solutions including system setup, data migration, and customized training programs. Our experts help businesses implement proper accounting methods, generate customized financial reports, and maintain accurate records. We provide ongoing technical support and system optimization services to ensure efficient financial management for small businesses.
IRS Representation
Our certified professionals provide expert representation during IRS audits and tax disputes. We handle all communications with tax authorities, develop resolution strategies, and ensure proper documentation of financial records. Our experience with complex tax issues helps clients navigate audits with confidence and achieve favorable outcomes.
Payroll Processing
We manage complete payroll solutions including tax filings, direct deposit processing, and regulatory compliance. Our services ensure accurate employee payments, proper tax withholdings, and timely submission of required documentation. We handle year-end reporting and maintain up-to-date knowledge of changing employment tax regulations to protect businesses from penalties.
Business Startups
We provide comprehensive support for new business formation including entity selection, tax registration, and accounting system implementation. Our services cover initial financial planning, accounting software setup, and regulatory compliance requirements. We help entrepreneurs establish proper financial foundations and develop growth strategies tailored to their specific industry needs.
People
Timothy E. Oatney
Founder & Principal Accountant
With over 40 years of experience, Tim Oatney is a CPA and tax expert who founded the firm in 1976. He holds a master's in taxation from Capital University and actively participates in professional organizations including AICPA and OSCPA. Tim has served as Central Ohio Tax Club chairperson and maintains strong community involvement through local nonprofit leadership roles.
Vicky L. Collins
Senior Staff Accountant
Vicky Collins brings extensive accounting expertise to our team, specializing in individual and business tax preparation. With years of experience in financial reporting and compliance, she provides meticulous attention to detail in all client engagements. Her expertise includes multi-state tax filings and financial statement preparation for small businesses.
Dakota Toth
Accountant
Dakota Toth, a certified CPA, specializes in business accounting and tax compliance. He provides expert financial consulting services to small businesses, focusing on tax-efficient strategies and accurate financial reporting. His experience includes corporate tax planning and QuickBooks implementation for growing companies.
Becky Shonebarger-Bell
Staff Accountant
Becky Shonebarger-Bell offers comprehensive accounting services with expertise in individual tax preparation and financial analysis. She assists clients with tax planning strategies and provides detailed financial reporting. Her experience includes working with both individuals and small businesses on various accounting needs.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including tax planning, payroll processing, bookkeeping, QuickBooks support, financial reporting, and business advisory services tailored to small businesses.
How can you help with IRS tax issues?
Our CPAs offer expert IRS representation, audit defense, and tax dispute resolution services with proven success in resolving complex tax problems efficiently.
Do you offer QuickBooks training and support?
Yes, we provide QuickBooks installation, customized training, system optimization, and ongoing technical support for businesses using QuickBooks accounting software.
What makes your firm different from other accountants?
We combine 40+ years of experience with personalized service, proactive year-round tax planning, and specialized expertise in both business and individual tax matters.
How do I schedule a consultation?
Contact us at (740) 687-1192 or through our website to schedule a consultation during our regular business hours or by appointment.
