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...

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...

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…

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...

Deepak Aggarwal’s Essentials On Small Business Insurance Coverage

"Go start a business!" they said."It'll be fun and you'll make a lot of money!" they said. "FLEXIBILITY!" "BE YOUR OWN BOSS."But then ... well, you are your own boss now. And there are so. many. things. to think about beyond what you got into your business to actually...

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...

The First Thing You Need To Do

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

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...

Deepak Aggarwal’s Five Reasons You’re In Debt

I'm going to risk being a bit blunt here.That said, I'll apologize ahead of time for those of you in truly tragic financial circumstances. I'm referring to events, completely out of control, which wreck your balance sheets. Like a medical emergency, not covered by...

What Success Looks Like In Reality For Tri-State Businesses

Lots of email responses and activity were prompted by last week's note on the new 20% deduction for pass-through entities (if you didn't get it or missed it, shoot me a note by clicking the email button at the top of the page and I'll forward it along), and we're...

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!