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.

Tax Preparation Checklist for Corporations

Although it’s not what corporations love focusing on, taking care of tax obligations is an important part of doing business. While there’s no way to get around the fact that dealing with taxes is a task that takes some time, there are ways to make this process go as...

Strategizing Your Tri-State Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Tri-State business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

One Trump Tax Plan Mistake That Deepak Aggarwal Wants You To Avoid

The internet can be a confusing, anxiety-inducing space.The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences.But...

A Tri-State Business Owner’s Holiday Prayer

Here we are, smack in the middle of the Tri-State holiday season, and not only is the federal government shut down for the foreseeable future, but the political and cultural logjams are becoming ever more entrenched.At least we have these holidays.But then I realize...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

The Advantages of Hiring a CPA in Cincinnati for Your Business

If your Cincinnati business doesn’t currently have a CPA and you’ve been thinking about whether or not you should move forward with hiring one, we want to use this post to cover the specific reasons that you will be very happy with your decision to work with a...

Six Underlying Needs For Effective Small Business Planning In Tri-State

So last week, I began the conversation around those foundational items of necessity for a "real" business that many business owners in Tri-State don't quite take into consideration when they first get started.These are the sort of things that can be the difference...

An Effective Lead Generation Strategy From One Tri-State Business Owner To Another

You may have heard rumors that the tax code has changed in 2018. This is ESPECIALLY the case for Tri-State small businesses, and as such, I have some questions that I would like you to consider -- especially if you haven't had us do anything else for you but prepare a...

Solving Problems in Tri-State Businesses with Effective Solutions

There's this idea out there among many wannabe Tri-State business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the...

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...

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!