Business Details
33 Years
experience
Your Trusted Accounting Partner for Audit & Tax Services
As a full-service accounting firm with decades of combined experience, we guide businesses and individuals through every financial stage from inception to retirement. Our certified professionals specialize in audits, tax planning, and business advisory services, tailored to maximize individual client value. Proudly accredited by leading industry bodies, we approach each case with a client-centric mindset, prioritizing personalized solutions over conventional accounting practices. With a legacy spanning 30 years and expertise across diverse industries, our team delivers strategic financial insights that align with your unique goals and circumstances. 
Services
Accounting Services
Audits Reviews Compilations
Business Advisory
Tax Planning Preparation
Financial Retirement Planning
Payroll Preparation
Agreed Upon Procedures
Details
- Year established: 1993
Highlights and features
- We offer 30 years of combined experience in accounting and audits
- Our team includes AICPA-accredited professionals with industry-specific expertise
- We specialize in multi-entity planning for complex business structures
- Our client-centric approach prioritizes personalized tax optimization strategies
- We maintain active involvement in Governmental Audit Quality Center initiatives
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Employee Benefit Plan Audit Quality Center
- Governmental Audit Quality Center
- The Ohio Society of CPAs (OSCPA)
Services
Tax Planning & Preparation
Our tax specialists provide comprehensive planning and preparation services for individuals and businesses. With expertise in corporate, partnership, and individual taxation, we develop strategic solutions that optimize financial outcomes while ensuring compliance. Our team stays current with evolving regulations to deliver accurate filings and proactive tax-saving opportunities for clients at every stage.
Audits Reviews Compilations
We offer full-spectrum assurance services including audits, reviews, and compilations. Our professionals specialize in HUD audits, fringe benefit plan audits, and multi-entity reporting. With decades of experience in compliance testing and financial statement preparation, we deliver reliable assessments that meet regulatory requirements while providing actionable insights for business improvement across diverse industries.
Business Advisory
Our advisory services focus on guiding business owners through growth challenges and operational decisions. From startup strategies to succession planning, we provide tailored guidance for closely held businesses. Our team's extensive experience in corporate planning and transactional support helps clients navigate complex financial landscapes and achieve long-term strategic objectives through data-driven recommendations.
Agreed Upon Procedures
Specialized procedural examinations performed according to client-defined parameters. Our AUP engagements address specific financial concerns for businesses, including compliance verification and targeted assessments. With expertise in this specialized area, we deliver precise findings that support decision-making processes for corporate clients and regulatory compliance needs across various industries.
Financial & Retirement Planning
We provide comprehensive financial planning services spanning retirement strategies, asset management, and estate planning. Our advisors create customized roadmaps that align with individual life goals and risk profiles. With a focus on long-term financial security, we help clients navigate investment decisions and retirement transitions using proven methodologies adapted to evolving economic conditions.
People
Neil Tramer
Tax Partner
Co-founder with 35 years of public accounting experience. Specializes in tax planning, business growth consulting, and strategic financial planning for closely held businesses. Holds JD from Case Western Reserve University.
Peter A. Bolbach
Audit Department Partner
16-year firm veteran specializing in HUD audits and multi-entity planning. Expertise includes franchise benefits audits and comprehensive tax preparation for corporate and individual clients across various industries.
Tom Lund
CPA
Senior accountant with experience from international firms. Specializes in assurance services, Sarbanes-Oxley compliance, and tax preparation for Fortune 500 companies and growing businesses across 10+ industries including construction and logistics.
Questions
What accounting services do you specialize in?
We specialize in audits, reviews, tax planning, business advisory, financial planning, payroll preparation, and agreed-upon procedures for diverse industries including construction, real estate, and nonprofits.
How long has Tramer & Bolbach been in business?
Our firm has been serving clients for over 30 years, with founding members maintaining continuous service since 1993.
Which industries do you typically serve?
We work with construction, employee benefit plans, labor unions, HUD properties, not-for-profits, real estate, retail, transportation, and high net worth individuals.
Are you affiliated with professional accounting organizations?
We maintain active memberships with AICPA, Governmental Audit Quality Center, Employee Benefit Plan Audit Quality Center, and Ohio Society of CPAs.
