Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Mastering Your Tri-State Business Phone Answering

How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Tri-State business finances right now.Relatedly, what are your customer service goals for this year?One customer relations tool...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Tri-State Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Tri-State businesses have internalized this reality, and have built huge enterprises...

Why Your Tri-State Business Needs Cyber Insurance

In today’s online-driven world, it’s no surprise that securing sensitive information is essential. Just like you cover your Tri-State business for other possible risks (property damage, theft, injury, etc.) so should you also be thinking of how to keep your business...

What Tri-State Business Owners Need to Know About Commercial Real Estate Mortgages

Does the thought of paying rent to your Tri-State commercial landlord for eternity make you cringe?Do you get a little bit of FOMO when you hear stories about other people building empires with real estate?The decision to purchase your own space from which to operate...

Business Budget Basics Tri-State Owners Should Follow

Well, it’s now *officially* spring. Of course, that means the end of those cold winter months and the start of warmer, longer days, but it also means the possibility of disruption and stormy weather (especially in the south this week).And while we sure do love...

The Coronavirus Impact On Business Around Tri-State

I want to check in with you, because these are obviously unprecedented times for ALL of us.How are things going for your business right now? Shoot me back an email through the email button at the top of the page and let me know.(I should say from the outset that I'm...

Keeping Your Tri-State Business Focused During Distracting Times

Apparently there's some news happening around us in Tri-State these days.I often use this space to share Cincinnati-specific, detailed information about PPP forgiveness, tax code updates, leadership and marketing strategy, expense reduction, and more -- all essential...

Our (Early) End of Year Checklist for Tri-State Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

Passing Down Your Tri-State Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for Tri-State small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong consideration.And,...

Tri State CPAs’s Tips on Turning One-Time Buyers into Repeat Customers

In your Tri-State business, you're shooting for one thing whether you realize it or not: customer loyalty.Seeking out new customers is an arduous task in itself, but keeping them satisfied is another beast that you should take seriously. Why is it so important to take...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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