Business Details
21 Years
experience
Expert Accounting & Tax Services in Beavercreek, OH
Sanderson Accounting has been serving individuals and businesses in the Dayton area since 2005. Our firm combines expertise, experience, and personalized attention to deliver comprehensive accounting, tax, and financial planning services. We are committed to professionalism, responsiveness, and quality, ensuring each client receives tailored solutions for their unique needs. With decades of combined experience, our team stays current with tax law developments and leverages technology to enhance service delivery.We serve as trusted advisors, helping clients achieve financial clarity, minimize tax liabilities, and build long-term wealth. Our dedication to client education and transparent communication has earned us a reputation as a leading accounting firm in the region. We maintain memberships in professional organizations like the American Institute of CPAs and Ohio Society of CPAs to uphold industry standards.
Services
Tax Preparation
Financial Planning
QuickBooks Support
Business Advisory
Retirement Planning
Details
- Year established: 2005
Highlights and features
- We offer personalized attention from CPA-certified professionals with decades of local experience.
- Our team stays current with evolving tax laws and accounting standards.
- We provide comprehensive solutions spanning tax planning, financial strategy, and business advisory.
- Our client-centric approach prioritizes transparency and long-term financial success.
- We combine technical expertise with user-friendly technology for efficient service delivery.
Associations and certifications
- American Institute of Certified Public Accountants
- Ohio Society of CPAs
What people say
Exceptional tax expertise
Personalized financial strategies
Reliable year-round support
CPA-certified professionals
Transparent communication
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses. Our team ensures accurate filing while maximizing deductions and credits. We handle complex returns including estates, trusts, and corporate entities. Clients receive strategic advice to minimize liabilities and avoid penalties. Our expertise covers federal, state, and local tax compliance.
Financial Planning
Our financial planning services help clients achieve long-term goals through personalized strategies. We analyze cash flow, risk tolerance, and investment portfolios to create actionable plans. Services include retirement projections, tax-efficient withdrawal strategies, and estate planning coordination. We focus on simplifying complex financial decisions while maintaining compliance with regulatory standards.
QuickBooks Support
We offer QuickBooks setup, training, and troubleshooting for small businesses. Our team optimizes software configurations for accurate financial tracking. Services include system customization, data migration, and payroll integration. We provide ongoing support to ensure clients maximize the software's capabilities for day-to-day operations and reporting.
Business Advisory
Our business advisory services focus on improving operational efficiency and profitability. We assist with cash flow management, budgeting, and financial forecasting. Clients receive tailored advice on entity structure, tax planning, and compliance. We support business owners through all growth stages from formation to succession planning.
Retirement Planning
We develop customized retirement plans considering tax implications and lifestyle goals. Services include Social Security optimization, IRA conversions, and required minimum distribution planning. Our team evaluates investment risk and tax-efficient withdrawal methods. We help clients transition from accumulation to sustainable income strategies while minimizing tax exposure.
People
Ellen Sanderson
Founder/CPA
Ellen Sanderson founded the firm in 2005 after 15 years in corporate accounting roles. She holds an MBA from Wright State University and is a licensed CPA in Ohio. Her expertise spans tax strategy, business accounting, and financial planning for individuals and small businesses.
William Sanderson
CPA
William Sanderson joined the firm in 2010 and earned his CPA certification in 2017. He specializes in business tax compliance and QuickBooks implementation. His background includes financial reporting for manufacturing firms and strategic tax planning for small businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, CFO services, cash flow management, business formation, and tax compliance for small businesses.
Do you help with personal financial planning?
Yes, we offer retirement planning, wealth management, and tax-efficient strategies for individual clients.
Can you assist with QuickBooks setup and training?
We offer QuickBooks setup, customization, training, and troubleshooting for small business owners.
Are you available for year-round tax advice?
Our team provides tax guidance throughout the year, not just during filing season.
What industries do you specialize in?
We work with construction firms, healthcare providers, law offices, manufacturers, and real estate professionals.
How do you stay current with tax law changes?
We maintain professional certifications and participate in ongoing education through CPA organizations.
