Business Details
24 Years
experience
Trusted Accounting & Financial Consulting in Toledo, OH
Tessera Associates has been delivering comprehensive accounting and financial consulting services since the 1970s, evolving from a sole proprietorship to a trusted subchapter S corporation in 2002. Our firm specializes in tax management, estate planning, forensic accounting, and business valuation, serving diverse industries across Toledo, Ohio, and Temperance, Michigan. With a team of certified professionals, we prioritize personalized service, leveraging decades of combined experience to help clients navigate complex financial landscapes.Our expertise spans corporate tax compliance, QuickBooks support, payroll solutions, and strategic retirement planning, ensuring tailored guidance for both individuals and businesses. We maintain a commitment to timeliness, accuracy, and transparency, positioning clients to achieve long-term financial success through proactive advisory services and meticulous attention to regulatory changes.
Services
Tax Management
Estate Planning
Accounting Services
Financial Planning
IRS Representation
QuickBooks Support
Payroll Services
Business Valuation
Debt Advising
Details
- Year established: 2002
Highlights and features
- We offer over 50 years of combined experience in accounting and tax services.
- Our team provides personalized solutions tailored to individual and business needs.
- We specialize in complex areas like forensic accounting and international taxation.
- Our client-centric approach ensures timely, accurate, and transparent financial guidance.
- We serve Toledo and Temperance with two convenient office locations.
Services
Tax Management Services
Our tax management services help clients minimize liabilities while maximizing cash flow through strategic planning and compliance. We analyze current and evolving tax laws to optimize opportunities for individuals and businesses. With expertise in federal and state regulations, we ensure accurate filings and proactive advisory support for long-term financial efficiency.
Estate and Trust Planning
We specialize in creating comprehensive estate plans to ensure smooth asset transfer while minimizing tax burdens. Our services include trust administration, will preparation, and succession strategies tailored to personal and business needs. By navigating complex tax codes, we help clients protect their legacies and provide clarity for beneficiaries during sensitive times.
QuickBooks Accounting Help
Our QuickBooks specialists provide training, setup, and optimization services to improve financial operations. From system installation to monthly reviews, we ensure accurate reporting and efficient workflows for businesses. This service combines technical expertise with accounting knowledge to help clients leverage software capabilities for better financial decision-making.
Business Valuation
We deliver detailed business valuations for mergers, acquisitions, and succession planning. Our analysis considers market trends, financial performance, and industry-specific factors to determine accurate valuations. This service supports strategic decisions for business owners seeking to buy, sell, or restructure their enterprises with confidence in fair market assessments.
IRS Representation
Our professionals provide expert representation during IRS audits, reducing client stress through proactive communication and documentation. We handle inquiries, negotiations, and compliance matters to protect clients' interests. With deep knowledge of tax codes, we advocate for favorable resolutions while ensuring adherence to federal and state regulations.
People
Ted Meiers Sr.
C.P.A., E.A.
Founder with decades of experience in accounting, tax planning, and financial consulting. Leads strategic initiatives while maintaining hands-on client engagement.
Ted Meiers Jr.
E.A.
Specializes in tax compliance and representation, bringing extensive knowledge of evolving regulations to support business and individual clients.
Pat Timbers
Experienced accountant providing comprehensive financial services, including bookkeeping, payroll processing, and QuickBooks support for small to mid-sized businesses.
Alexa Meiers
Focuses on estate planning and retirement strategies, helping clients create sustainable financial plans aligned with long-term personal and business goals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax planning, and financial reporting tailored to small businesses' needs.
How can you help with tax audit representation?
Our team handles IRS communications, documentation preparation, and negotiation to minimize audit impacts on your business.
Do you offer QuickBooks training and support?
Yes, we provide personalized training, system setup, and ongoing support for QuickBooks users of all experience levels.
What areas do you serve?
We primarily serve Toledo, Ohio, and Temperance, Michigan, with both in-person and virtual consultation options.
How do you handle estate tax planning?
We create customized strategies to minimize estate taxes while ensuring smooth asset transfer to beneficiaries.
