We work with a variety of clients, including:
- Family Limited Partnerships
- Small Businesses
Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Cash Flow & Budgeting Analysis
We can forecast and evaluate your financial condition, estimate financing requirements, and track cash-flow sources and uses.
Tax Preparation - Personal & Trust
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, trusts, estates, not-for-profit organizations, and investment partnerships. Our focus in on individuals with investment income and on trusts.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your finances will run more efficiently on a daily basis. Our firm provides a full range of cost effective bookkeeping services including the following:
* Personal bookkeeping (monthly/quarterly/annual) * Personal financial statements * Trust bookkeeping, including income cash and principal cash recordingkeeping * Bookkeeping for small businesses * Computerized payroll services * Litigation support
Bill Payment & Checkbook Reconciliation
Using Quicken or Quickbooks, we can pay your bills online or by check. As each payment is generated it is automatically posted to the appropriate category, and your check register is automatically updated.
Deposit & Banking Services
We mail or deliver deposts to our clients' banks and brokers. Our office is located downtown, and is close to all major Cincinnati banks.
We record all income received and compare our records to all 1099 information received. Income is tracked by source and by category.
Rental Income & Expense Control
Receipts and disbursements are recorded on a property-by-property basis, and provide the necessary tax basis for reporting rental income or loss to the IRS.
Business & Household Payroll Returns
We provide timely returns and maintain complete and accurate payroll records for our clients and their employees. Payroll recordkeeping is customized to meet the needs of each employer.
Home Medical Payroll
When a client has around-the-clock services, we handle flexible payroll schedules as needed.
We provide follow-up when forms are incorrectly processed by service providers and/or insurance companies.
Broker Statement Analysis
We record broker income and help our clients understand their broker statements.
Balance Sheet Compilation of Multiple Broker Accounts
Our bookkeeping system allows us to record, track, and combine the information contained in multiple accounts.
Trustee Services/ Bookkeeping
Our bookkeeping system allows us to track income and expenses for tax reporting and for distributing out income to beneficaries.
Guardianship Bookkeeping/ Current Accounts
We keep accurate records which are reconciled monthly, and which provide the basis for budgets and for current accounts.
Budget & Expense Control
Our bookkeeping systems allow us to compare budget to actual, so that you have the tools needed for maintaining expenses and income.