Selling a home: Will you owe tax on the profit?

If you’re selling your principal residence, some or all of the profit may be tax free. It depends on your home sale profit and your income. Here are the basic rules.

Tax breaks to consider during National Small Business Week

Before Dec. 31, you may want to make some tax moves to save on 2021 taxes. Here are a few strategies.

Restating financial results

Stakeholders are understandably alarmed when a company restates its financial results. However, the reasons for restatements can range from the mundane to the serious.

Join our team!

We are hiring for a full-time position with our Support department!

Planning for year-end gifts with the gift tax annual exclusion

There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.

Claiming a theft loss deduction if your business is the victim of embezzlement

If your business is victimized by theft, embezzlement or internal fraud, you may be able to claim a tax deduction for the loss. But there are requirements that must be followed as one U.S. Tax Court decision illustrates.

Best practices for reporting business-related T&E expenses

Is your business starting to wine and dine customers again? If so, consider reviewing (and possibly upgrading) your practices for reporting travel and entertainment expenses.

You can only claim a casualty loss tax deduction in certain situations

The rules for deducting personal casualty losses on a tax return have changed through 2025. However, you may still be able to claim a deduction if an event qualifies as a federally declared disaster (and several have this summer).

Financial reporting issues to consider in “going private” transactions

Is it time to take your company out of the public eye? Public companies may be considering delisting to lower costs and reduce outside scrutiny. Here are some critical issues to factor into this decision.

Does your employer provide life insurance? Here are the tax consequences

Does your employer provide you with group term life insurance? Depending on the amount of coverage, it may add to your tax bill. Here are the rules.

Selling a home: Will you owe tax on the profit?

If you’re selling your principal residence, some or all of the profit may be tax free. It depends on your home sale profit and your income. Here are the basic rules.

Tax breaks to consider during National Small Business Week

Before Dec. 31, you may want to make some tax moves to save on 2021 taxes. Here are a few strategies.

Restating financial results

Stakeholders are understandably alarmed when a company restates its financial results. However, the reasons for restatements can range from the mundane to the serious.

Join our team!

We are hiring for a full-time position with our Support department!

Planning for year-end gifts with the gift tax annual exclusion

There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.

Claiming a theft loss deduction if your business is the victim of embezzlement

If your business is victimized by theft, embezzlement or internal fraud, you may be able to claim a tax deduction for the loss. But there are requirements that must be followed as one U.S. Tax Court decision illustrates.

Best practices for reporting business-related T&E expenses

Is your business starting to wine and dine customers again? If so, consider reviewing (and possibly upgrading) your practices for reporting travel and entertainment expenses.

You can only claim a casualty loss tax deduction in certain situations

The rules for deducting personal casualty losses on a tax return have changed through 2025. However, you may still be able to claim a deduction if an event qualifies as a federally declared disaster (and several have this summer).

Financial reporting issues to consider in “going private” transactions

Is it time to take your company out of the public eye? Public companies may be considering delisting to lower costs and reduce outside scrutiny. Here are some critical issues to factor into this decision.

Does your employer provide life insurance? Here are the tax consequences

Does your employer provide you with group term life insurance? Depending on the amount of coverage, it may add to your tax bill. 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

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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

Restating financial results

Restating financial results

Stakeholders are understandably alarmed when a company restates its financial results. However, the reasons for restatements can range from the mundane to the serious.

read more

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