Trusted business and tax advisors since 1974
We have been serving businesses and individuals throughout South Eastern Ohio for decades. Our firm specializes tax planning and leveraging technology to help our business clients meet their goals. With QuickBooks ProAdvisors on staff, we help design and optimize your financial accounting system.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
5 Depot Street
Athens. Ohio 45701
Areas of Practice
The tax laws have been changing at an unprecedented rate. Knowing how to fully take advantage of these revisions are an important part of your overall financial plan. That’s where we come in.
Estate and gift taxes add a whole other level of complexity to tax planning, both for businesses and individuals. We have years of experience and expertise at making sure that the tax ramifications of passing assets along are kept to a minimum
Whether you use the Online version of QuickBooks or the desktop version, we have Certified QuickBooks ProAdvisors to work with to make sure you are using the software to help your business or organization.
Knowing the value of your business can be vital for estate planning, gifting or selling. We have an expert accredited by the American Institue of CPAs to help you in determining the worth of your business.
family business planning
A large percentage of family businesses fail to successfully transition to the next generation. Financial, tax and a whole host of other considerations must be considered to achieve your goals.
BUSINESS ENTITY SELECTION
Corporation? LLC? S corporation? The choice as to what kind of entity you select can be one of the most important decisions that a business makes. We have expertise at helping weigh all of the tax and business factors to make the right choice for your business
Use the form below to contact us regarding your business or tax inquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also navigate to our appointment page to schedule a phone conference.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to join our team!