I am a Certified Public Accountant. I provide tax services to (a)individuals and their related passthrough entities, (b)small businesses, (c)Global employers with expats population, (d)American taxpayers living /working abroad, as well as (e)foreign national individuals with U.S. tax return filing requirements based upon their U.S. residency or financial interests and/or investments held in the U.S.
I have extended experience in U.S. Tax services: US federal, state, & local income tax compliance and planning; IRS representation and tax audit support.
I also advise on domestic and international short-term business travel, payroll, and income tax compliance, on social and income tax treaties and on net pay calculations and comparisons between countries to help international employees make relocation and transfer decisions.
I have experience in corporate and partnership income tax compliance and consulting for small and medium private companies.
I am a licensed CPA in the State of Ohio. I graduated in both Finance and Accounting at the Ohio State University, Fisher College of Business.
We provide an onboarding call to our clients whenever possible to discuss their tax needs, scope, and fee.
We provide access to our secure web-portal for documents exchange and storage.
We provide an engagement letter to formalize our contract and understanding of the scope and estimated fees for the services to be performed.
We request only REQUIRED information to complete the work.
A draft is provided for review before we upload the final product for our clients
Licensed Certified Public Accountant in Ohio
Our fees are based on the complexity of our client's unique tax situation. We are transparent in our pricing which is fair and competitive. We provide a fee quote prior to working on an engagement. Discounts may be available.
We have individuals, small s corp. and LLCs clients in the United states and globally. Our clients are middle to high income earners.
Take the time to chat with your CPA prior to signing an engagement. It is not about the biggest name or brands out there with larger resources. It is about who will take the time to listen, understand your unique situation and work for and with you on your goals, not the other way around.
A client should ask if the practitioner has a professional license and active? Does s/he practice year-round? What is included in the services, in the fee quote? Is the practitioner knowledgeable to your unique situation or at least be upfront with you and tell you that s/he will figure it out with you and for you, etc.