Disability benefits may have income tax consequences you don’t expect

Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified waiting period that starts when the person becomes disabled (as...

Tax essentials for sole proprietors

Many small businesses start out as sole proprietorships. This structure is simple and inexpensive to establish and maintain — and it gives the owner direct access to profits without having to take formal distributions. But it also makes your taxes more complicated...

How can barcodes improve asset management?

From laptops and tablets to power tools and safety equipment, misplaced or mismanaged assets can quietly drain profits and disrupt operations. By tracking equipment and other assets with barcodes, your business can connect its physical property to its financial...

Tax tips for parents with kids heading to college this fall

A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your...

Could the New Markets Tax Credit benefit your business?

Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private investment in these underserved areas by offering federal income...

Making smarter capital investment decisions

Whether you’re buying equipment, automating processes, launching a new product line or expanding your facilities, capital investment decisions shouldn’t be based on intuition alone. Your management team may identify several promising growth opportunities. Which ones...

Be tax-smart with your mutual fund investments

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How are mutual funds taxed? If you sell appreciated mutual fund shares, the resulting profit will...

When an employee’s Form W-4 raises red flags

Your employees use Form W-4, “Employee’s Withholding Certificate,” to tell you how much federal income tax to withhold from their pay. Most forms are routine, but an altered certificate, unusual accompanying statement or IRS lock-in letter may require special...

Accounting teams need more than number skills

In addition to mastering accounting and tax rules, today’s accounting professionals must work through financial decisions with customers, vendors, lenders, business partners and internal stakeholders. Topics may range from payment terms and budgets to technology...

How what you donate impacts your tax deductions

Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be familiar with the tax rules for different types of donations so you can maximize your tax benefit — or at least avoid...

Disability benefits may have income tax consequences you don’t expect

Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified waiting period that starts when the person becomes disabled (as...

Tax essentials for sole proprietors

Many small businesses start out as sole proprietorships. This structure is simple and inexpensive to establish and maintain — and it gives the owner direct access to profits without having to take formal distributions. But it also makes your taxes more complicated...

How can barcodes improve asset management?

From laptops and tablets to power tools and safety equipment, misplaced or mismanaged assets can quietly drain profits and disrupt operations. By tracking equipment and other assets with barcodes, your business can connect its physical property to its financial...

Tax tips for parents with kids heading to college this fall

A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your...

Could the New Markets Tax Credit benefit your business?

Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private investment in these underserved areas by offering federal income...

Making smarter capital investment decisions

Whether you’re buying equipment, automating processes, launching a new product line or expanding your facilities, capital investment decisions shouldn’t be based on intuition alone. Your management team may identify several promising growth opportunities. Which ones...

Be tax-smart with your mutual fund investments

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How are mutual funds taxed? If you sell appreciated mutual fund shares, the resulting profit will...

When an employee’s Form W-4 raises red flags

Your employees use Form W-4, “Employee’s Withholding Certificate,” to tell you how much federal income tax to withhold from their pay. Most forms are routine, but an altered certificate, unusual accompanying statement or IRS lock-in letter may require special...

Accounting teams need more than number skills

In addition to mastering accounting and tax rules, today’s accounting professionals must work through financial decisions with customers, vendors, lenders, business partners and internal stakeholders. Topics may range from payment terms and budgets to technology...

How what you donate impacts your tax deductions

Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be familiar with the tax rules for different types of donations so you can maximize your tax benefit — or at least avoid...
}

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.

}

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

Tax essentials for sole proprietors

Tax essentials for sole proprietors

Many small businesses start out as sole proprietorships. This structure is simple and inexpensive to establish and maintain — and it gives the owner direct access to profits without having to take formal distributions. But it also makes your taxes more complicated...

read more
How can barcodes improve asset management?

How can barcodes improve asset management?

From laptops and tablets to power tools and safety equipment, misplaced or mismanaged assets can quietly drain profits and disrupt operations. By tracking equipment and other assets with barcodes, your business can connect its physical property to its financial...

read more

Our Shareholders

CPA, Shareholder
CPA, CFE, Shareholder
CPA, Shareholder

Want to find out more?

E.S. Evans and Company