Business Details
Your Trusted CPA Partner for Tax and Accounting Solutions
Founded over two decades ago, we are a certified public accounting firm dedicated to delivering specialized tax, accounting, and consulting services. Our team of three principals, collectively bringing over 55 years of expertise, focuses on personalized solutions for individuals, businesses, and high-net-worth families. We pride ourselves on building long-term partnerships by prioritizing client needs through meticulous attention to detail and compliance with evolving tax regulations. Our services span individual and corporate tax planning, QuickBooks implementation, payroll management, and strategic business consulting. With a proven track record in fiduciary tax planning, multi-state compliance, and audit representation, we serve as trusted advisors to clients across Northeast Ohio.Our commitment to continuous professional development ensures we remain at the forefront of tax code complexities, allowing clients to navigate financial decisions with confidence. By investing in our team's expertise, we deliver tailored strategies that align with each client's unique financial goals. Our client testimonials underscore our reputation for integrity, responsiveness, and technical excellence. Recognized as one of the most trusted CPA firms in the region, we combine technical proficiency with personalized service to create lasting value for our clients.
Services
Personal Tax Services
Corporate Tax Planning
Business Consulting
QuickBooks Implementation
Payroll Management
Fiduciary Tax Planning
Audit Representation
Multi-State Compliance
Wealth Transfer Strategies
Tax Credit Planning
Highlights and features
- We build long-term partnerships with personalized financial strategies
- Our team combines 55+ years of collective CPA expertise
- Specialized in complex tax planning and multi-state compliance
- Recognized as one of the most trusted CPA firms in NE Ohio
- Direct access to decision-makers with owner-level involvement
What people say
Ethical integrity
Hands down recommendation
Expert assistance
Attention to detail
Immediate responsiveness
Services
Personal Tax Services
Comprehensive tax planning and compliance for high-net-worth individuals, including gift tax strategies, retirement planning, and multi-state tax compliance. Our specialists help minimize tax liabilities while optimizing wealth transfer through trusts and estates. Services include fiduciary tax preparation and cash flow management solutions.
Corporate Tax Planning
Tailored tax strategies for corporations covering entity structuring, audit representation, and tax credit optimization. We provide compliance solutions for multi-state operations and support business growth through succession planning and capital acquisition strategies. Our expertise includes mergers and acquisitions tax planning.
Business Consulting
Strategic financial consulting services for small businesses, including operational analysis and growth strategy development. We offer specialized QuickBooks implementation, payroll system setup, and custom financial reporting solutions to enhance business performance and decision-making capabilities.
QuickBooks Implementation
Custom QuickBooks solutions for small businesses, including system setup, chart of accounts design, and integration of payroll and payment processing. Our experts optimize software functionality for inventory management, custom reporting, and recurring invoice implementation to streamline business operations.
Payroll Management
Comprehensive payroll services integrating with accounting systems, including tax filing compliance and direct deposit implementation. We provide training on payroll functionality and system optimization to ensure accurate employee compensation management and regulatory compliance.
People
Jeffrey L. Schiciano
Managing Partner
30+ years CPA experience specializing in tax and business consulting. Ohio State University graduate focused on accounting since 1988. Expertise in individual and corporate tax strategy, with emphasis on financial planning and audit representation. Resides in Aurora, Ohio.
Kyle J. Johnston
Partner
12 years CPA experience serving businesses and high-net-worth individuals. Kent State graduate with expertise in partnership taxation and S-corporation compliance. Specializes in multi-generational wealth planning and audit preparation for local businesses and professionals.
Daniel P. Bialek
Partner
13 years CPA experience focusing on medical professionals and manufacturers. Bowling Green State graduate with specialization in fiduciary tax planning and business succession strategies. Recognized for responsive client service and complex tax compliance solutions in Northeast Ohio markets.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks implementation, payroll management, custom financial reporting, business entity consulting, and operational accounting solutions tailored to small business needs.
How do you handle complex tax situations for high-net-worth individuals?
Our specialists focus on multi-state compliance, trust and estate planning, stock-based compensation strategies, and wealth transfer optimization using advanced tax planning techniques.
What sets your CPA firm apart from others in the region?
We combine 55+ years of collective expertise with personalized service, direct partner access, and specialized knowledge in fiduciary tax matters and business succession planning.
Do you offer audit representation services?
Yes, we provide comprehensive audit representation before tax authorities including compliance reviews, documentation preparation, and settlement negotiations for both individual and corporate clients.
How do you stay current with tax code changes?
Our team maintains CPA certifications through continuous education and participates in professional networks to ensure compliance with the latest 44,000+ page U.S. tax code updates.
Can you assist with multi-state tax compliance?
We specialize in multi-state tax planning and compliance for individuals and businesses, including apportionment strategies and state-specific regulatory requirements management.
