Elevated Accounting & Finance
Business, Investment, Retirement and Tax Planning
Our Services
Business Consulting
Achieve the results you are aiming for with help from experienced professionals you can rely on.
Business formation and entity election
Payroll services with end-to-end support
Retirement for owners and employees from plan selection to implementation
Assistance with company setup and configuration or full service bookkeeping and accounting with financial reporting
Support for virtually any accounting system including experts in QuickBooks and Sage
Sales tax compliance and reporting
Financial and Retirement Planning
Maximize your returns by combining investment advice with expert tax planning from CPAs.
All investment advisors are fee based only with transparent pricing. We don’t believe in commissions or hidden fees. We want our success to be based on your success.
Retirement planning and implementation for individuals, business owners and employees from IRAs to 401Ks or cash benefit plans.
We will be happy to review your existing investment and retirement accounts to compare price and performance of investments with both stated fees and hidden costs.
Tax Planning and Preparation
Our Certified Public Accountants prepare tax returns for individuals, businesses, estates, trusts and non-profits both in Ohio and out of state.
Take advantage and stay in compliance with tax laws and changes. Budget for cash needs and minimize tax liabilities.
Tax planning before and immediately after big life events can save thousands. Proactive planning yields the best returns:
Retirement
Death of a family member
Sales of businesses or property
About our Firm
We are Certified Public Accountants and Registered Investment Advisors serving as fee-based only fiduciaries.
We offer a wide variety of accounting and financial services, coordinating our efforts to maximize the value we provide clients.