Certified Public Accountant (CPA) providing exceptional service in the Greater Cincinnati Area and beyond for Tax & Accounting needs.
Bookkeeping
Tax Preparation
Tax Planning
Tax Resolution
Our Services
Tax Preparation
Our core competency lies in assisting clients across various sectors with the preparation and filing of individual, business, and trust income tax returns. Our areas of expertise encompass, but are not limited to:
Cryptocurrency
E-commerce
Gift Tax
Real Estate
Restaurants
Small to medium-sized businesses (with revenue under $20 million)
Trusts (Incl. Charitable, Complex, Simple, etc.)
Tax Resolution
Are you experiencing difficulties with the IRS and need assistance? We are fully prepared to communicate with the IRS on your behalf, offering expert guidance and support to resolve a variety of tax issues. If you've encountered an unexpected tax liability, there are numerous solutions available to address your situation.
Tax Planning
Unsure about the implications of selling your home? Interested in leveraging tax efficiencies to minimize your financial burden through a cost segregation study? If you have questions and seek clarity, we are here to assist. Depending on your situation, we can help you develop a strategic plan to mitigate unexpected tax liabilities and benefit your future financial health. Delaying planning until tax season can often lead to missed opportunities; proactive measures should be taken during the process.
As Benjamin Franklin aptly stated, 'If you fail to plan, you are planning to fail.'
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