Business Details
Trusted Accounting & Tax Services in Medina, OH
McCartney CPA is a full-service accounting firm licensed in Ohio, dedicated to providing professional and responsive financial services to business owners, executives, and individuals. With a focus on professionalism, quality, and client-centric solutions, we offer expertise in tax preparation, business advisory, and QuickBooks services. Our team prioritizes continuous education to maintain technical excellence and deliver insightful advice, ensuring clients make informed financial decisions.We serve Medina, OH, and surrounding areas, combining personalized attention with a commitment to resolving complex tax and accounting challenges. Our reputation for reliability and specialized service has fueled growth through client referrals, reflecting our dedication to excellence and client satisfaction.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Small Business Accounting
QuickBooks Setup
Estate Planning
Forensic Accounting
Litigation Support
Business Valuation
Payroll Solutions
Highlights and features
- We offer personalized accounting services tailored to Medina, OH businesses and individuals.
- Our team combines technical expertise with continuous professional education for accurate solutions.
- We provide responsive support for tax problems, IRS audits, and business accounting needs.
- We specialize in QuickBooks setup and training for streamlined financial management.
- We prioritize transparency, affordability, and local market knowledge.
What people say
Accurate tax filing
Knowledgeable team
QuickBooks expertise
Responsive support
Personalized service
Services
Tax Preparation
Our tax preparation service ensures accurate and efficient filing of individual and business tax returns. We identify deductions to minimize liability, offer electronic filing for faster refunds, and provide guidance on payroll adjustments. Ideal for clients seeking stress-free compliance with federal and state tax regulations.
IRS Audit Representation
We handle IRS audit processes from start to finish, protecting clients from excessive tax bills. Our team manages documentation requests, communicates with auditors, and ensures legal compliance. Designed for businesses and individuals facing IRS scrutiny who need expert advocacy to resolve disputes efficiently.
QuickBooks Setup
Our QuickBooks setup service includes software installation, chart of accounts configuration, and staff training. We ensure accurate data migration and provide ongoing support for inventory management and financial reporting. Perfect for small businesses transitioning to digital accounting systems or optimizing existing QuickBooks workflows.
Small Business Accounting
We offer comprehensive bookkeeping services including bank reconciliation, income statements, and general ledger maintenance. Our monthly/quarterly packages include unlimited consultations and customizable add-ons like payroll and tax planning. Designed to help entrepreneurs focus on operations while maintaining precise financial records.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce liabilities through income splitting, deferral techniques, and investment structuring. We specialize in SALT deduction optimization and business interest deduction planning under current tax law. Ideal for clients seeking year-round tax efficiency rather than annual compliance.
People
Daniel F McCartney
Certified Public Accountant
Daniel F McCartney is a licensed CPA in Ohio with extensive experience serving businesses and individuals. He specializes in tax resolution, business advisory, and QuickBooks implementation for clients across industries including construction, real estate, and manufacturing.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll solutions, financial statement preparation, and business advisory services tailored to small business needs.
Do you handle IRS audit representation?
Yes, we represent clients during IRS audits, handling all communication and documentation to resolve tax disputes efficiently.
Can you help with QuickBooks setup and training?
We offer complete QuickBooks setup, data migration, and customized training for business owners and accounting staff.
What tax planning strategies do you recommend?
We focus on income deferral, SALT deduction optimization, and business expense structuring to legally minimize tax liabilities.
Do you serve clients outside Medina, OH?
Yes, we serve clients throughout Ohio including Wadsworth and surrounding areas for in-person services, with remote support available statewide.
