Your most trusted business advisor.
Monday – Friday: 8:00 AM – 4:30 PM
205 W. 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.
Years in Business
Combined Years of Experience
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Being a gig worker comes with tax consequences
Many people turn to “gig” work for additional income. Here are the tax consequences of taking on these jobs.
The IRS has just announced 2024 amounts for Health Savings Accounts
Does your business provide Health Savings Accounts (HSAs) to employees? The IRS has announced the inflation-adjusted amounts for 2024. Here they are, along with the benefits of HSAs.
Overview of discontinued operations reporting
In today’s uncertain markets, your business may decide to discontinue unprofitable product lines or business units. Are you up to speed on the accounting rules for reporting discontinued operations?
Want to find out more?