Accounting & Business Services Columbus, Ohio

Sure, we invest in the ordinary things like automation, software and technical knowledge to be a best-in-class accounting and tax firm. Formalities of existence Some types of entities are simple and inexpensive to form and maintain, while others must meet specific requirements. If you want to keep the overall management of your business as simple as possible, you might choose an entity with few formalities.

Before any action is taken based on this information, personalized advice should be obtained from a Whalen CPAs professional. Information obtained on whalencpa.com does not constitute professional advice or create a professional relationship with Whalen CPAs. Whalen CPAs provides outstanding value to the Hondros Family of Companies. They are always looking for ways to help our businesses and keep us informed of changes in regulations or tax law that affect our businesses. It’s invaluable to have a team of accountants that are looking out for you, like they do at Whalen CPAs.

Ease Your Financial Burdens

CPA Advisory Group also assists in preparing taxes, forming new businesses, setting up QuickBooks services, and estate planning. The firm was founded in 1968 and is affiliated with AICPA and the Ohio Society of CPAs. Buckeye CPA is a Columbus accounting practice that specializes in tax and business advisory services. The firm has been operating for more than 20 years and caters to organizations and individual clients. The CPAs at this company are proficient in carrying out services, such as income tax return planning and preparations, business entity structuring, audit reports, payroll, and business valuations. They also offer tax advice and preparation for specific industries, such as rental property owners, stock traders, and entrepreneurs.

We can serve you on a full-remote basis or we can perform accounting tasks on-site at your place of business if you prefer. To learn more about our services and areas of expertise, send us a message. I trust Lisa Shuneson and the team at Whalen CPAs have my best interest in mind when making recommendations, and they continually bring new ideas to light that could benefit our organization. It is what we do beyond the ordinary — the unexpected — that truly drives our differentiation and success for both Whalen CPAs and our clients. You may want to consult a qualified attorney or financial professional before making your final decision. We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities.

Partnership with the Ohio Society of CPAs

It deals with accounting and bookkeeping, tax audits, business consultations, tax planning, and financial analyses. Bodine Perry also offers advisory services for individuals applying for loans. It was founded in 2002 by Matthew Bodine and Daniel Perry and has since served over 11,000 clients through its six offices. Susan E. Thomas, CPA is a tax and accounting firm serving the Columbus area since 1986. It helps individuals and businesses keep track of expenses, maintain a healthy cash flow, and drive up profits.

• I trust Lisa Shuneson and the team at Whalen CPAs have my best interest in mind when making recommendations, and they continually bring new ideas to light that could benefit our organization.
• Healthcare services include reimbursement, business valuation, small business services, forensics, benefits, audit, and tax.
• We have helped hundreds of individuals and businesses from all walks of life.
• You will be a lot more enthusiastic about your finances and taxes when you are in control and saving tax dollars while maximizing profits and planning for the future.
• If you’d like to learn more about how we can help you stay on top of your financial information, save tax dollars, and plan for your future, please contact us.

With five locations in the region, we are able to work closely with our clients and address their issues head-on. We have clients all across Ohio, the entire country and the world! The content provided on whalencpa.com is intended for informational purposes only.

Your Trusted CPA Firm Trusted Accounting Solutions

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax bill. However, if assets in your traditional IRA have lost value, you will pay taxes on a lower asset base when you convert. If all conditions are met, the Roth account will incur no further income tax liability for you or your designated beneficiaries, no matter how much growth the account experiences. You need a proactive business, tax, and accounting strategy with services tailored to your specific needs. At  EasyIT, we understand the unique challenges accounting businesses face when it comes to managing hardware, software, and devices.

It also offers tax planning services for LLCs, partnerships, nonprofits, and corporations. Additionally, the firm provides audits and reviews for nonprofit organizations. Dennis Williamson established the firm, and it has been in operation for more than 25 years. Bodine Perry in Columbus, Ohio is a firm of accounting and tax professionals that offer various financial and tax management solutions to its clients in the metro.

They use automated accounting systems to simplify their record keeping and to provide valuable information. They take advantage of all the various elections, methods and structures that are available to them. They are able to use information and proper tax positioning to help move forward and adapt to change while saving money and increasing profits. The Columbus, Ohio offices hold a wide book of business in both healthcare and commercial clients.

Prior to establishing Horizon Business Solutions, he has worked as a CFO for a multi-million dollar educational publishing company. His firm also offers comprehensive solutions in QuickBooks training, setups, and tuneups. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions bookkeeping services columbus and Corporate Finance Services. Nichols & Company Certified Public Accountants is an accounting firm near Columbus that has been offering accounting, tax, and financial services to clients for over 20 years. It also has certified QuickBooks ProAdvisors that offer training, implementation, and set-up support services to businesses.

Our Services:

This understanding and the insight that accompanies it can make the difference between success and failure. Many people feel they do not have enough time to accurately and easily keep track of their financial data. They are not aware of the current law changes that affect their taxes and business. Our ultimate goal is to serve our clients to their highest levels of satisfaction.

We are ready and able to serve as your financial advisor, tax planner, and guide along your path to success. Schultz CPA, LLC is a trusted and experienced accounting firm that provides effective accounting solutions tailored to small companies. Based in Columbus, Ohio, they are known for their professionalism and friendly approach. The firm offers comprehensive tax expertise and year-round support to both individual and corporate clients. Their team collaborates closely with clients to determine the best strategies for their businesses. Utilizing advanced tools and methods, they help frame budgets and provide actionable insights that clients can implement within their teams.

We work with family and closely-held businesses in various industries such as construction, healthcare, non-profit, manufacturing and agribusiness, to name a few. Established 31 years ago, Horizon Business Solutions is a Reynoldsburg-based accounting firm that serves clients from a variety of industries in Columbus and other areas in Ohio. Founder Dan Robins Sr. and his team assist clients in accounting, bookkeeping, bank financing, tax planning and preparation, business valuation, and strategic business planning.