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.

5 Business Mistakes That Can Be Fatal by Deepak Aggarwal

All the political people are arguing over taxes, and my inner geek smiles.(By the way, if YOU want to argue about the tax issues, here's a good explainer article to start with before you make big declarations about the tax issues involved.)Because I'm not really...

Why Tri-State Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Tri-State business owner, might especially benefit from the perspective that I'd like to offer...

What is the Best Small Business Accounting Software?

As small business accountants in Cincinnati, one of the questions we’re most commonly asked by business owners is what accounting software they should be using. Our answer to that question is to use accounting software that’s based in the cloud. The reason...

Effectively Using Your Tri-State Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns.That means things are about to get real.Now, for our Tri-State business owner clients (like you),...

Tax and Financial Advice For Tri-State Business Owners Impacted By COVID-19

No, this is NOT just another "here's what we're doing about COVID-19" message.The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking...

My Tri-State Small Business Health Quiz (Part 1)

Things are getting busier around Ye Olde Accountacy Shoppe (i.e. Tri State CPAs) as more and more Tri-State business owners are touching base to get on our calendar for the next few weeks.Will you join them?If so, great. You know how to find us. Let us know if we can...

The Simple ‘Why’ For Tri-State Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

The New Stimulus Bill Has Huge Impacts For Tri-State Businesses

Some huge news is happening for Tri-State business owners, that I'm sure you've heard rumors about, so I wanted to reach out to you quickly with some first-blush details.I also wanted to offer this:If you have business associates or friends who need help ensuring that...

Getting Started with Metrics and KPIs in Your Business

Your car dashboard tells you how far you’ve driven and how much gas is left in the tank. Your smartphone has a button to tell you how much space you’ve got left after taking all those pictures of the kids. Your bank’s all too happy to show you a report on how your...

The New Stimulus Update and Tax Issues for Tri-State Filers

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Tri-State clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact how you...

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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