What we do
Services
Tax preparation, bookkeeping, payroll, and year-round planning for individuals and small businesses across Greater Cincinnati and Northern Kentucky.
Tax Preparation
Individual and business returns prepared by people who do this every day — including the multi-state returns common on the Ohio–Kentucky line.
Preparing your own return can be difficult with today’s tax code, and the rules change from year to year. It is easy to miss a change, file an incorrect return, or overlook a deduction or credit you were entitled to.
We have the experience to file your return correctly while looking for opportunities to reduce what you owe through careful planning.
- Individual tax preparation
- Business tax return preparation
- Partnership and corporate returns
- Gift and estate tax returns
- Estate and succession planning
- Out-of-state and multi-state returns
- Business start-ups
Bookkeeping
Small-business accounting kept current, organized, and ready when filing season arrives.
No matter the size of your business, we can help you keep order in your financial records and stay ahead of filing deadlines — so the books are clean when it is time to prepare the return.
- Payroll
- Banking
- Check writing
- Financial statements
- Government filing deadline tracking
Tax Planning
Year-round strategy to reduce current and future tax liability — not just a conversation in April.
Tax planning works best when it happens before the year closes, not after. We build a plan around your situation — your entity type, your income timing, your retirement and investment picture — and revisit it as circumstances change.
- Proactive strategies to reduce current and future liability
- Entity selection and restructuring (Schedule C, LLC, S-Corp, C-Corp)
- Strategic timing of income and expenses
- Retirement, investment, and capital gains planning
- Reasonable compensation planning for business owners
- Sales tax and multi-state compliance guidance
- Tax projections so there are no surprises at filing time
Payroll
Accurate, on-time payroll with the tax filings handled — for one employee or hundreds.
Payroll should support your business, not become another job. We simplify the responsibilities, reduce administrative work, and keep the required filings on schedule.
- Payroll processing on your pay schedule
- Direct deposit and employer reporting
- Quarterly payroll-tax filings
- Year-end W-2 preparation
- Reasonable compensation guidance for S-corp owners
Ready to hand off the paperwork?
Call us, request an appointment, or send a message and we will get back to you.
Online booking covers Covington and remote filing. Cincinnati appointments are arranged by phone.