Business Details
Your Trusted Accounting Partner in Cleveland, OH
At Trusted Advisors of Ohio, we specialize in providing tailored accounting, tax, and consulting services designed to meet the unique needs of each client. With a focus on fiscal responsibility and wealth growth, our team of Certified Public Accountants and Bookkeepers is committed to educating clients on tax laws, financial management, and strategic investment. Our personalized approach ensures businesses and individuals receive customized solutions to navigate complex financial landscapes. Backed by decades of combined experience, including leadership roles in multi-million-dollar companies, we prioritize transparency, client education, and long-term financial stability.Our services span tax planning and preparation, bookkeeping, controllership, and financial consulting, all aimed at empowering clients to achieve their goals. We differentiate ourselves from franchised tax offices by offering cost-effective, individualized service that prioritizes client needs over standardized processes. Our mission is to cultivate financial success through expertise, integrity, and a deep understanding of the evolving challenges faced by modern businesses and individuals.
Services
Tax Planning
Bookkeeping
Controllership
Tax Preparation
Financial Consulting
Highlights and features
- We offer personalized tax strategies tailored to individual and business needs.
- Our CPAs have 18+ years of experience in public and private accounting sectors.
- We provide cost-effective solutions without compromising technical expertise.
- Our team specializes in removing tax liens and negotiating payment plans with authorities.
- We combine accounting services with financial education to improve long-term outcomes.
Services
Tax Planning
Our tax planning services help clients legally minimize liabilities through customized strategies. We analyze income sources, investments, and business structures to optimize deductions and credits. With expertise in individual, corporate, and fiduciary tax matters, we ensure compliance while maximizing savings for long-term financial growth.
Bookkeeping
We establish and maintain accurate accounting systems tailored to business needs. Our bookkeeping includes chart of accounts setup, transaction tracking, and financial reporting. By organizing expenses and income streams, we provide clarity for decision-making and prepare businesses for audits or tax filings with complete documentation.
Controllership
Our controllership services design internal accounting systems and supervise financial operations. We implement processes for payroll, invoicing, and cash management while training staff to maintain accuracy. This service ensures businesses have robust financial infrastructure to support growth and regulatory compliance across monthly, quarterly, and annual cycles.
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses, including complex filings for partnerships and estates. Our process ensures accurate reporting of income, deductions, and credits while addressing unique scenarios like rental properties and stock trades. We guide clients through documentation requirements to prevent delays and additional charges during filing.
Financial Consulting
Our consulting services focus on wealth accumulation, debt reduction, and financial independence. We advise on retirement planning, estate strategies, and business financial systems. By combining accounting expertise with personalized education, we help clients make informed decisions about investments, tax implications, and long-term financial security.
People
Santonya C. Jones
Managing Member
Certified Public Accountant with 18+ years of experience in public accounting and corporate finance. Former CFO of a multi-million dollar development company. Specializes in tax matters, financial systems design, and wealth-building strategies for small businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, controllership, tax planning, and financial consulting tailored to small businesses. Our services include system design, payroll processing, and financial statement preparation to ensure compliance and growth.
How do you help reduce tax liabilities?
We analyze income sources, deductions, and credits to create legal tax reduction strategies. This includes retirement planning, business expense optimization, and structuring investments to minimize taxable income.
What documentation is required for tax preparation?
Clients need W-2s, 1099s, receipts for deductions, business expense records, and prior year returns. We provide checklists to ensure complete documentation for accurate filing.
How are you different from franchised tax services?
We offer personalized, one-on-one service with CPAs who understand local business needs. Unlike standardized franchises, we provide customized solutions and ongoing financial education to build long-term client success.
Do you assist with tax debt or liens?
Yes, we negotiate payment plans, remove liens, and resolve tax debt issues with federal and state authorities. Our team develops strategies to address back taxes while preventing future compliance problems.
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