About Us
We are a full-service Accounting firm licensed in OH. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
LIFE INSURANCE
Curtis Staples our house financial advisor offers multiple lines of term life and whole life insurance products. Call for your personalized reviewed and customized quote.
GET LIFE INSURANCE QOUTE NOW!
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
DISABILITY INSURANCE
Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.
The Value of Our Services
By combining our Expertise, Experience and Energy of our staff, each client receives close Personal and Professional Attention. Our High Standards, Excellent Service, and Specialized Staff spell the difference between our Outstanding Performance and other firms. You are assigned a seasoned professional who will advise you throughout your filing process.
taxes
We are a full-service Accounting firm licensed in Ohio. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!
Each month or quarter we'll do the following things for you...
- Reconcile your bank account
- Generate an income statement
- Generate a balance sheet
- Clean up your general ledger
- Provide unlimited consultations
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year. Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Nonprofit And Church Organizations
We can help you setup and maintain your non-profit
organization’s tax-exempt status by handling all the IRS reporting for you.
Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.
Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent…
Balance Sheet with specific categories like cash,
accounts receivable, accounts payable…
Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.
Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.
Revenue Support Schedules that detail the organization’s sources of income in specific categories like charitable donations, membership fees, investment income. The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So it’s imperative that you build your accounting system around these revenue and expense classifications.
Here’s what we do for you…
Review and compile your financial statements Design, install, and maintain your Accounting System Weekly, bi-weekly, or monthly payroll preparation Payroll Tax Preparation and Deposits Provide training for your accounting personnel
Complete and file your non-profit status application
Provide training for your board on non-profit financial statement usage and effective budgeting practices
Prepare and file the 990 and 990T tax forms
Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN), and payroll setup with federal and state agencies. If you’re starting a new not-for-profit organization we can help you prepare your organization’s 501 (c)(3) application for tax-exempt status.
