If you didn’t contribute to an IRA last year, there’s still time

If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still be an opportunity to lower it. If you qualify, you can make a deductible contribution to a traditional IRA right up...

Taking your spouse on a business trip? Can you write off the costs?

A recent report shows that post-pandemic global business travel is going strong. The market reached $665.3 billion in 2022 and is estimated to hit $928.4 billion by 2030, according to a report from Research and Markets. If you own your own company and travel...

Auditing revenue recognition

The top line of an income statement for a for-profit business is revenue (or sales). Reporting this line item correctly is critical to producing accurate financial statements. Under U.S. Generally Accepted Accounting Principles (GAAP), revenue is recognized when it’s...

Get ready for the 2023 gift tax return deadline

Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a 2023 gift tax return. In some cases, it might be beneficial to file one — even if it’s not required. Who must file? The annual...

What’s the best accounting method route for business tax purposes?

Businesses basically have two accounting methods to figure their taxable income: cash and accrual. Many businesses have a choice of which method to use for tax purposes. The cash method often provides significant tax benefits for eligible businesses, though some may...

Liquidity overload: Why having too much cash may be bad for business

In today’s uncertain marketplace, many businesses are stashing operating cash in their bank accounts, even though they might not have imminent plans to deploy their reserves. However, excessive “rainy day” funds could be an inefficient use of capital. Here’s a...

Filing jointly or separately as a married couple: What’s the difference?

When you file your tax return, a tax filing status must be chosen. This status is used to determine your standard deduction, tax rates, eligibility for certain tax breaks and your correct tax. The five filing statuses are: Single Married filing jointly, Married filing...

9 tax considerations if you’re starting a business as a sole proprietor

When launching a small business, many entrepreneurs start out as sole proprietors. If you’re launching a venture as a sole proprietorship, you need to understand the tax issues involved. Here are nine considerations: 1. You may qualify for the pass-through deduction....

Inventory management systems: What’s right for your business?

If your business has significant inventory on its balance sheet, it can be costly. The carrying costs of inventory include warehousing, salaries, insurance, taxes, and transportation, as well as depreciation and shrinkage. Plus, tying up working capital in inventory...

If you gave to charity in 2023, check to see that you have substantiation

Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your mailbox. But if you don’t receive such a letter, can you still claim a deduction for the gift on your 2023 income tax return? It depends. What...

If you didn’t contribute to an IRA last year, there’s still time

If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still be an opportunity to lower it. If you qualify, you can make a deductible contribution to a traditional IRA right up...

Taking your spouse on a business trip? Can you write off the costs?

A recent report shows that post-pandemic global business travel is going strong. The market reached $665.3 billion in 2022 and is estimated to hit $928.4 billion by 2030, according to a report from Research and Markets. If you own your own company and travel...

Auditing revenue recognition

The top line of an income statement for a for-profit business is revenue (or sales). Reporting this line item correctly is critical to producing accurate financial statements. Under U.S. Generally Accepted Accounting Principles (GAAP), revenue is recognized when it’s...

Get ready for the 2023 gift tax return deadline

Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a 2023 gift tax return. In some cases, it might be beneficial to file one — even if it’s not required. Who must file? The annual...

What’s the best accounting method route for business tax purposes?

Businesses basically have two accounting methods to figure their taxable income: cash and accrual. Many businesses have a choice of which method to use for tax purposes. The cash method often provides significant tax benefits for eligible businesses, though some may...

Liquidity overload: Why having too much cash may be bad for business

In today’s uncertain marketplace, many businesses are stashing operating cash in their bank accounts, even though they might not have imminent plans to deploy their reserves. However, excessive “rainy day” funds could be an inefficient use of capital. Here’s a...

Filing jointly or separately as a married couple: What’s the difference?

When you file your tax return, a tax filing status must be chosen. This status is used to determine your standard deduction, tax rates, eligibility for certain tax breaks and your correct tax. The five filing statuses are: Single Married filing jointly, Married filing...

9 tax considerations if you’re starting a business as a sole proprietor

When launching a small business, many entrepreneurs start out as sole proprietors. If you’re launching a venture as a sole proprietorship, you need to understand the tax issues involved. Here are nine considerations: 1. You may qualify for the pass-through deduction....

Inventory management systems: What’s right for your business?

If your business has significant inventory on its balance sheet, it can be costly. The carrying costs of inventory include warehousing, salaries, insurance, taxes, and transportation, as well as depreciation and shrinkage. Plus, tying up working capital in inventory...

If you gave to charity in 2023, check to see that you have substantiation

Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your mailbox. But if you don’t receive such a letter, can you still claim a deduction for the gift on your 2023 income tax return? It depends. What...
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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

Auditing revenue recognition

Auditing revenue recognition

The top line of an income statement for a for-profit business is revenue (or sales). Reporting this line item correctly is critical to producing accurate financial statements. Under U.S. Generally Accepted Accounting Principles (GAAP), revenue is recognized when it’s...

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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, our firm’s first female partner.  She’s married to her high school sweetheart, Craig, and has two sons, Aaron and Austin. 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 boating or fishing at their lake home in Marblehead or riding their motorcycle.  When she can get away, her favorite travel destination is St. Pete Beach, Florida.

Jennifer gets through the busy season by planning trips to enjoy afterwards 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

Expertise

Non-Profits Tax Preparation Tax Planning Audits Reviews Compilations Consulting

CPA, Shareholder

Andrew J. Brown

Opportunity is missed by most people because it is dressed in overalls and looks like work.

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.  Their family has a dog, Molly, a guinea pig, Peanut, and a 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