Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Key Reminders For Tri-State Businesses for the Last Quarter of 2019

Things certainly haven't gotten CALMER over the past week.Whether it's the rumors of recession (or worse), continued chaos in the political world (and still over a year away from elections -- yikes), increasing cultural division, or something more local, it's a mess...

The Simple ‘Why’ For Tri-State Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Will Your Tri-State Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

The Three Kinds of Customers For Tri-State Businesses

Bar none, the most important asset in your Tri-State business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case that it...

Influence and Leadership In The Digital Age by Deepak Aggarwal

Here's a truth that some Tri-State entrepreneur-types HATE to acknowledge: uptight accountants are a useful bunch.One of the things we really like, btw, is getting AHEAD of the game for our Tri-State clients.Which, regardless of your entity structure, means that I'd...

What is the Best Small Business Accounting Software?

As small business accountants in Cincinnati, one of the questions we’re most commonly asked by business owners is what accounting software they should be using. Our answer to that question is to use accounting software that’s based in the cloud. The reason...

Optimizing Productive Time for You and Your Tri-State Team

How many times have you started work early -- and the next thing you knew it was 4PM ... and your instant reaction was: I haven't made any progress today on my most important stuff ?If you're like the rest of us: quite a few times -- and maybe "most of the...

The “Profit First” Framework for Tri-State Businesses

You might have heard the term "profit first accounting" buzzing around Tri-State business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today, I...

Four Key Steps For Effective Customer Care By Deepak Aggarwal

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Tri-State businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

Let’s Talk About Your Business…

But the problem is that there’s a lot of confusion out there about how to grow your business right-with cost-effective, powerful strategies…

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!