Our Vision
At Oles + Associates, our vision is to empower businesses and individuals through exceptional financial guidance and personalized solutions. We believe in building lasting relationships with our clients, becoming trusted advisors who guide them towards achieving their unique goals.
Our Values
Quality and integrity are at the core of everything we do. We embrace collaboration, transparency, and open communication to build trusting partnerships with our clients. We are passionate about delivering personalized guidance and tailored solutions that meet their individual needs.
Our Expertise
Our team of experienced professionals offers a comprehensive range of services to meet your evolving financial and business needs.
Financial Reporting & Tax Consulting
- Comprehensive financial statement preparation
- Tax compliance and planning
- Budgeting and forecasting
- Financial process outsourcing
Accounting & Bookkeeping
- Accurate and efficient bookkeeping services
- Custom accounting systems setup
- Transaction processing and reconciliation
- Monthly, quarterly, and annual financial reporting
IT Solutions
- Software implementation and training
- Network and security solutions
- Data management and analytics
- IT consulting and troubleshooting
Our Team
Our team of experienced professionals brings diverse backgrounds and expertise to the table. Led by Joel F. Oles, CPA and Brian J. Oles, CPA, we are dedicated to providing exceptional client service, leveraging our collective knowledge and skills to deliver tailored solutions.
Our Commitment
At Oles + Associates, we are committed to:
- Providing personalized attention and guidance
- Maintaining open communication and transparency
- Delivering timely and accurate information
- Building strong relationships with our clients
- Continuously learning and evolving to better serve you
Let's Get Started
We understand that every client is unique and has different needs. Contact us today to schedule a consultation and learn how Oles + Associates can help you achieve your financial and business goals.
Sandy D.'s review highlights a disappointing experience with Oles and Assoc., a company that was hired to obtain a re-issue of an expired check from the Ohio Dept. of Taxation. The check was for an estate, and Sandy paid Oles and Assoc. for their services.
Problems with the Process
Sandy's experience began with months of unreturned phone calls, making it difficult to get in touch with the company. When finally contacted, Sandy was asked to sign a paper that required a notary's presence. After waiting impatiently, Sandy was never sent the check, despite having signed the necessary paperwork.
Conclusion
The lack of communication and poor handling of the process led to a disappointing experience with Oles and Assoc. The company failed to deliver on its promises, leaving Sandy frustrated and seeking alternative solutions. With the help of a friendly representative at the Ohio Dept. of Taxation, Sandy was able to resolve the issue and obtain the necessary documents without the need for a CPA.
