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.

Smart Tri-State Employers Are Rewarding These Four Traits In Their Employees

There was some large-ish news last week about some of the top corporate leaders in the world, and a new focus from influential CEOs (including from Walmart, Apple, Pepsi, and others) that "they must also invest in their employees, protect the environment and deal...

Effective Meetings Guidelines For Tri-State Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your Tri-State business, and you need our help. Give us a call: (513)...

Everything You Need To Know About Tax Records For Tri-State Businesses

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you...

My Tri-State Small Business Health Quiz (Part 1)

Things are getting busier around Ye Olde Accountacy Shoppe (i.e. Tri State CPAs) as more and more Tri-State business owners are touching base to get on our calendar for the next few weeks.Will you join them?If so, great. You know how to find us. Let us know if we can...

How to Eliminate Workplace Gossip in Tri-State Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Tri-State business owner client files and getting a significant thrill from being able to help so many of our...

What Does The CARES Act Mean For Your Tri-State Small Business?

These days are moving VERY quickly, and we are working VERY hard to get communication out to our Tri-State clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS indeed on...

How To Approach Bigger Business Players In Tri-State or Your Niche

Local Tri-State business owner to local Tri-State business owner(though you might actually be out of the area -- but this still applies), I want to remind you of something that you probably already know:With the election just one month away, the world is SWIMMING in...

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...

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...

Hey Tri-State Business Owners, Do You Understand The Value of Time?

How are you and your Tri-State business hanging in there these days? I'd be interested in what kind of revenue you're managing (unless you've already given us visibility into your books -- I can see for myself).Shoot me an email, and let me know. I might have some...

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!