Investment swings: What’s the tax impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your 2023 tax situation. Here’s what you need to...

Spouse-run businesses face special tax issues

Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues. The partnership issue An unincorporated business with your spouse is classified as a partnership for federal income tax purposes, unless...

Navigating the percentage-of-completion method

Does your business work on projects that take longer than a year to complete? Recognizing revenue from long-term projects usually requires use of the “percentage-of-completion” method. Here’s an overview of when it’s required and how it works. Completed contract vs....

Plan now for year-end gifts with the gift tax annual exclusion

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate,...

Update on depreciating business assets

The Tax Cuts and Jobs Act liberalized the rules for depreciating business assets. However, the amounts change every year due to inflation adjustments. And due to high inflation, the adjustments for 2023 were big. Here are the numbers that small business owners need to...

Financial statements at a glance

Financial statements tell investors information about an organization’s financial performance, helping to ensure corporate transparency and accountability. But they can also be used internally to help management make strategic decisions, improve upon past results and...

Selling your home for a big profit? Here are the tax rules

Many homeowners across the country have seen their home values increase in recent years. According to the National Association of Realtors, the median price of existing homes sold in July of 2023 rose 1.9% over July of 2022 after a couple years of much higher...

Divorcing business owners should pay attention to the tax consequences

If you’re getting a divorce, you know the process is generally filled with stress. But if you’re a business owner, tax issues can complicate matters even more. Your business ownership interest is one of your biggest personal assets and in many cases, your marital...

New report identifies high-risk areas in financial reporting

In July 2023, the Public Company Accounting Oversight Board (PCAOB) published a report that highlights common areas of audit deficiencies for public companies. Private companies face similar challenges when reporting their financial results. Internal accounting...

The tax consequences of employer-provided life insurance

If your employer provides life insurance, you probably find it to be a desirable fringe benefit. However, if group term life insurance is part of your benefits package, and the coverage is higher than $50,000, there may be undesirable income tax implications. You’re...

Investment swings: What’s the tax impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your 2023 tax situation. Here’s what you need to...

Spouse-run businesses face special tax issues

Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues. The partnership issue An unincorporated business with your spouse is classified as a partnership for federal income tax purposes, unless...

Navigating the percentage-of-completion method

Does your business work on projects that take longer than a year to complete? Recognizing revenue from long-term projects usually requires use of the “percentage-of-completion” method. Here’s an overview of when it’s required and how it works. Completed contract vs....

Plan now for year-end gifts with the gift tax annual exclusion

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate,...

Update on depreciating business assets

The Tax Cuts and Jobs Act liberalized the rules for depreciating business assets. However, the amounts change every year due to inflation adjustments. And due to high inflation, the adjustments for 2023 were big. Here are the numbers that small business owners need to...

Financial statements at a glance

Financial statements tell investors information about an organization’s financial performance, helping to ensure corporate transparency and accountability. But they can also be used internally to help management make strategic decisions, improve upon past results and...

Selling your home for a big profit? Here are the tax rules

Many homeowners across the country have seen their home values increase in recent years. According to the National Association of Realtors, the median price of existing homes sold in July of 2023 rose 1.9% over July of 2022 after a couple years of much higher...

Divorcing business owners should pay attention to the tax consequences

If you’re getting a divorce, you know the process is generally filled with stress. But if you’re a business owner, tax issues can complicate matters even more. Your business ownership interest is one of your biggest personal assets and in many cases, your marital...

New report identifies high-risk areas in financial reporting

In July 2023, the Public Company Accounting Oversight Board (PCAOB) published a report that highlights common areas of audit deficiencies for public companies. Private companies face similar challenges when reporting their financial results. Internal accounting...

The tax consequences of employer-provided life insurance

If your employer provides life insurance, you probably find it to be a desirable fringe benefit. However, if group term life insurance is part of your benefits package, and the coverage is higher than $50,000, there may be undesirable income tax implications. You’re...
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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

Investment swings: What’s the tax impact?

Investment swings: What’s the tax impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your 2023 tax situation. Here’s what you need to...

read more
Spouse-run businesses face special tax issues

Spouse-run businesses face special tax issues

Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues. The partnership issue An unincorporated business with your spouse is classified as a partnership for federal income tax purposes, unless...

read more
Navigating the percentage-of-completion method

Navigating the percentage-of-completion method

Does your business work on projects that take longer than a year to complete? Recognizing revenue from long-term projects usually requires use of the “percentage-of-completion” method. Here’s an overview of when it’s required and how it works. Completed contract vs....

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, 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