Your most trusted business advisor.

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Hours

Monday – Friday

8:00 AM – 4:30 PM

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Contact Us

Phone: 419.223.3075
Fax: 419.222.8507

askus@esevans.com

205 West Elm Street, Lima, OH 45801

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Maximizing your success in a changing world.

Built from the past, working in the present, preparing for the future.

A pillar of the Lima community since the 1920’s, our firm provides professional accounting and advisory services to the Greater Lima Region and beyond.  Our collective expertise, experience, and education can prove invaluable to your success.

Tax Planning & Preparation

Tax planning and compliance is of the utmost importance to our firm. Our years of experience along with our pro-active approach allow us to provide our individual and business clients with the tax expertise and knowledge that they deserve. We will work with you to minimize both your current and future tax liabilities.

Accounting & Auditing

We offer complete accounting and auditing services. We prepare financial statements, perform traditional audits, reviews, compilations and prepare projections and forecasts.

Consulting & Business Advising

We advise clients on a wide variety of individual and business needs including, but not limited to, business valuations and succession planning, long range and strategic planning, accounting system implementation, internal control structure review, and fraud examination needs.

 

Team Members

Years in Business

CPAs

Total Years of Experience

“Innocent spouses” may get relief from tax liability

If you’re married and file a joint return, what happens if your spouse doesn’t disclose all of his or her income or otherwise doesn’t pay the correct tax owed? You’re generally liable for the full amount but there may be “innocent spouse” relief.

read more

Reporting discontinued operations

The rules for reporting discontinued operations have changed. But disposals of business components don’t happen every year, so you might not have applied the changes yet. Here’s how to comply.

read more

Our Shareholders

CPA, CVA, Shareholder
CPA, Shareholder
CPA, CFE, Shareholder
CPA, Shareholder

Want to find out more?

E.S. Evans and Company

CPA, CVA, Shareholder

Dan F. Clifford

Sometimes it's better to ask for forgiveness than permission.

Meet Dan, a proud graduate of the University of Notre Dame and E.S. Evans and Company’s managing partner.  He joined the firm in 1978.  He resides in Lima with his wife, Teresa, but his heart lives in Tennessee with his two daughters and grandson. Dan’s favorite place to unwind is on the beaches of Siesta Key, Florida.

Dan uses the prospect of more family time and reading to get him through the busy season.

Certifications:
Certified Public Accountant (1978)
Certified Valuation Analyst (2004)

Education
Bachelor of Business Administration | University of Notre Dame (1976)

Affiliations and Memberships:
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
National Association of Certified Valuation Analysts
Vice Chair, Bon Secours Mercy Health Lima Board of Trustees

Expertise

Tax Preparation Tax Planning Financial Institutions Audits Reviews Compilations Consulting

CPA, Shareholder

Steven D. Hooker

Live life to the fullest, and focus on the positive.

Meet Steve, an avid golfer and sports enthusiast.  Before beginning his path as a CPA, Steve wanted to become a professional baseball player.  Instead, he graduated from Bluffton University and started with E.S. Evans and Company in 1987.  He was admitted as a partner in 2008.  When he is not at the office, you can find him on the golf course, watching sports or hanging out with family and friends.

He and his wife have two boys and live in Lima with their dog, Zeke.  Spending time with his family and friends helps him push through the busy season each year.

Certifications:
Certified Public Accountant (1997)
QuickBooks ProAdvisor

Education:
Bachelor of Science in Accounting | Bluffton College (1987)

Affiliations and Memberships:
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Lima Noon Sertoma Club

Expertise

Tax Preparation Tax Planning QuickBooks Consulting Audits Reviews Compilations

CPA, CFE, Shareholder

Jennifer J. Birkemeier

If you believe in yourself, you can achieve anything you set your mind to.

Meet Jennifer, the Wolverine’s #1 fan.  She’s married to her high school sweetheart, Craig, and has two sons. In 1993, she graduated from the University of Findlay and joined E.S. Evans and Company.  She lives in the country, outside of Wapakoneta, her hometown.  In her spare time, you can find Jennifer and Craig traveling in their RV, boating, or riding their motorcycle.  When she can get away, her favorite travel destination is St. Pete Beach, Florida.

Jennifer gets through busy season with the support of her family and by remembering that summer soon follows.

Certifications:
Certified Public Accountant (1996)
Certified Fraud Examiner (2005)

Education:
Bachelor of Arts in Accounting and Finance | University of Findlay (1993)

Affiliations and Memberships:
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Association of Certified Fraud Examiners
Association of Government Accountants
UNOH Accounting Advisory Board

Expertise

Non-Profits Tax Preparation Tax Planning Audits Reviews Compilations Consulting

CPA, Shareholder

Andrew J. Brown

Wherever you go, there you are.

Meet Andy, an E.S. Evans and Company team member since he graduated from Asbury College with a Bachelor’s degree in Accounting and a minor in Economics.  In addition to being a shareholder, Andy serves as our Information Technology Supervisor.  When Andy is not in the office you can find him spending time with his family, enjoying the outdoors, and fishing.  He especially enjoys trips to the Outer Banks of North Carolina.  His wife, Stacy, is a teacher at Wapakoneta Elementary and they have two children.  Their daughter, Haleigh, is a cheerleader and dancer and their son, Ian, is involved in karate.  They have two dogs, Moose and Molly, one guinea pig, Peanut, and a 17 year old frog named Frog.

Andy frequently dreams of summer on the beach and fishing trips at the lake to push him through busy season.

Certifications:
Certified Public Accountant (2002)
QuickBooks ProAdvisor

Education:
Bachelor’s, Major in Accounting, Minor in Economics | Asbury College (1997)

Affiliations and Memberships:
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Lima Rescue Mission Board Member

Expertise

Tax Preparation Tax Planning Financial Institutions QuickBooks Audits Reviews Compilations Consulting