How to ensure life insurance isn’t part of your taxable estate

Life insurance benefits can help loved ones after your death. But you may want to keep proceeds from a policy out of your taxable estate. Here are some considerations.

Need a new business vehicle? Consider a heavy SUV

The nice weather and the general downturn in COVID-19 cases has spurred some business owners to think about buying a car this spring. Here’s an option that may save on taxes.

4 ways to improve the effectiveness of your audit committee

Does your audit committee need a makeover to tackle what lies ahead? Here’s guidance to devise a proactive governance and oversight agenda for 2021.

New law tax break may make child care less expensive

Child care is expensive. The newly enhanced child and dependent care credit may help for 2021.

Is an S corporation the best choice of entity for your business?

What is the best choice of entity for a new business venture? It might be an S corporation. Here’s why.

How auditors assess cyber risks

Companies that fail to secure sensitive customer data and intellectual property won’t last long. Auditors can help measure and mitigate your company’s risk of a cyberattack.

New law: Parents and other eligible Americans to receive direct payments

Are you eligible to receive direct payments under the new law that passed on March 11?

Business highlights in the new American Rescue Plan Act

You’ve probably heard about the new law that provides direct payments to eligible individuals. But what does the law provide to businesses?

Making sense of your statement of cash flows

Operating, investing or financing activity? It’s not always clear where transactions belong on your company’s statement of cash flows.

Estimated tax payments: The deadline for the first 2021 installment is coming ups

Are you required to make estimated tax payments because you don’t pay enough tax in withholding? Here are the rules.

How to ensure life insurance isn’t part of your taxable estate

Life insurance benefits can help loved ones after your death. But you may want to keep proceeds from a policy out of your taxable estate. Here are some considerations.

Need a new business vehicle? Consider a heavy SUV

The nice weather and the general downturn in COVID-19 cases has spurred some business owners to think about buying a car this spring. Here’s an option that may save on taxes.

4 ways to improve the effectiveness of your audit committee

Does your audit committee need a makeover to tackle what lies ahead? Here’s guidance to devise a proactive governance and oversight agenda for 2021.

New law tax break may make child care less expensive

Child care is expensive. The newly enhanced child and dependent care credit may help for 2021.

Is an S corporation the best choice of entity for your business?

What is the best choice of entity for a new business venture? It might be an S corporation. Here’s why.

How auditors assess cyber risks

Companies that fail to secure sensitive customer data and intellectual property won’t last long. Auditors can help measure and mitigate your company’s risk of a cyberattack.

New law: Parents and other eligible Americans to receive direct payments

Are you eligible to receive direct payments under the new law that passed on March 11?

Business highlights in the new American Rescue Plan Act

You’ve probably heard about the new law that provides direct payments to eligible individuals. But what does the law provide to businesses?

Making sense of your statement of cash flows

Operating, investing or financing activity? It’s not always clear where transactions belong on your company’s statement of cash flows.

Estimated tax payments: The deadline for the first 2021 installment is coming ups

Are you required to make estimated tax payments because you don’t pay enough tax in withholding? Here are the rules.

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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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Your most trusted business advisor.

}

Hours

Monday – Friday: 8:00 AM – 4:30 PM

w

Contact Us

Phone: 419.223.3075
Fax: 419.222.8507

askus@esevans.com

205 West Elm Street, Lima, OH 45801

A

Client Login

Click here to login to our secure portal.

Your most trusted business advisor.

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

Our Shareholders

CPA, Shareholder
CPA, CFE, Shareholder
CPA, Shareholder

Want to find out more?

E.S. Evans and Company

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