Business Details
14 Years
experience
Emergency
services
Expert Accounting & Tax Services in Ohio
Founded in 2012 by Duncan C. Tanner III and Thomas J. Gill, our firm delivers comprehensive accounting, tax, and financial planning solutions to individuals and businesses nationwide. With decades of combined experience in public accounting, tax preparation, and business advisory services, we specialize in serving diverse industries including real estate, healthcare, law firms, and manufacturing. Our team of CPAs, EAs, and tax professionals prioritizes personalized service, leveraging advanced software and deep industry knowledge to optimize financial outcomes.We are committed to proactive client communication, ethical practices, and staying current with evolving tax regulations to ensure compliance and maximize savings. Our mission is to simplify complex financial matters, allowing clients to focus on their core objectives while we handle the intricacies of accounting and tax strategy.
Services
Tax Preparation
Financial Planning
Bookkeeping
IRS Audit Representation
QuickBooks Support
Payroll Services
Estate Planning
Business Valuation
Tax Relief
Retirement Planning
Details
- Year established: 2012
Highlights and features
- We offer 10+ years of experience in accounting and tax resolution services.
- Our team includes CPAs and Enrolled Agents with industry-specific expertise.
- We provide tailored financial strategies for diverse business sectors.
- Our proactive approach prevents tax issues through strategic planning.
- We guarantee 24/7 availability for urgent client needs.
What people say
Energetic and hardest working
Willing to help at any time
Excellent customer service
Proactive tax problem resolution
Deep industry knowledge
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance while maximizing deductions. Our experts handle complex filings for corporations, partnerships, and high-net-worth individuals. By staying current with tax code changes, we minimize liabilities and prevent costly errors.
IRS Audit Representation
Our CPAs and Enrolled Agents represent clients during IRS audits, managing all communications and documentation. We develop strategies to resolve disputes efficiently, reducing penalties and ensuring fair outcomes through proven negotiation techniques with tax authorities.
Financial Planning
We create customized financial plans addressing retirement, estate, and investment goals. Our analysis includes risk assessment, tax-efficient strategies, and cash flow optimization to build long-term wealth for individuals and business owners.
QuickBooks Support
We offer QuickBooks setup, training, and troubleshooting to streamline financial operations. Our team ensures accurate system configuration, data integrity, and staff proficiency to enhance accounting efficiency for small to mid-sized businesses.
Payroll Services
Our payroll solutions handle tax filings, direct deposits, and compliance reporting for businesses of all sizes. We automate processes to ensure timely payments, reduce errors, and maintain adherence to federal and state employment regulations.
People
Duncan C. Tanner III
CPA, Founding Partner
MBA and CPA with expertise in taxation, business startups, and multi-state compliance. Former public accounting firm experience with specialization in IRS audit defense and complex tax strategies.
Thomas J. Gill
Founding Partner
Master's in Accounting with focus on small business tax solutions. Former Goodyear senior accountant, specializing in corporate tax compliance, QuickBooks implementation, and financial forecasting for diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, business valuation, and CFO services tailored to small businesses across multiple industries.
How do you handle IRS audit representation?
Our CPAs and Enrolled Agents manage all audit communications, develop defense strategies, and negotiate with the IRS to minimize penalties and resolve disputes efficiently.
Can you assist with QuickBooks setup and training?
Yes, we offer QuickBooks configuration, staff training, and troubleshooting to optimize accounting workflows for small to mid-sized businesses.
What tax planning services are available for individuals?
We provide retirement planning, estate tax strategies, and investment optimization to reduce liabilities while aligning with long-term financial goals.
Do you serve clients outside Ohio?
Yes, we offer accounting and tax services to clients nationwide, with specialized knowledge of multi-state compliance requirements.
