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Ni Actg & Tax

7862 Kingland Drive, West Chester Township, OH

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About

We are a dedicated small CPA firm committed to helping local businesses thrive. With years of experience and a passion for tax excellence, we specialize in providing tailored business tax services that save you time, reduce stress, and maximize your savings.

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15 hour response time

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Q&As

Bookkeeping – Keeping track of financial transactions, organizing records, and maintaining accurate ledgers.

Payroll Management – Handling employee compensation, tax withholdings, and compliance with labor laws.

Tax Preparation & Filing – Ensuring accurate tax reporting, deductions optimization, and timely filings.

Financial Statement Preparation – Compiling balance sheets, income statements, and cash flow reports to assess financial health.

Business Valuation – Evaluating assets, liabilities, and market position to determine company worth.

Budgeting & Forecasting – Creating financial plans and predictions to support strategic decision-making.

IRS Audit Support – Assisting with tax audits, providing documentation, and representation.

Business Entity Structuring Advice – Guiding on the best tax efficiency and legal protection structure.

Retirement & Financial Planning – Advising on long-term financial security for individuals and businesses.

A great accountant ensures accurate records, tax savings, legal compliance, smart financial planning, and business growth. They keep your finances in order so you can focus on success.

It's the satisfaction of helping businesses thrive, navigating complex financial landscapes, or ensuring clients feel secure in their financial decisions. It could be the problem-solving, the precision, or even the relationships you build along the way

Starting a CPA firm often comes from a passion for helping businesses succeed, offering financial clarity, and making a meaningful impact. I am driven by the desire to provide personalized, trustworthy financial guidance rather than working within the constraints of a larger firm. I am also inspired by entrepreneurial freedom, which allows me to shape my vision, services, and client relationships.

I bring expertise, reliability, and personalized service to their financial needs. Your firm offers strategic tax planning, precise bookkeeping, and trustworthy advisory services that help businesses grow and stay compliant. More than just numbers, you provide peace of mind, ensuring clients make smart financial decisions with confidence.

I can also provide service online or remotely as:

1) Virtual Consultations – Clients can schedule video or phone meetings to discuss financial strategies.

2) Cloud-Based Accounting – Secure platforms like QuickBooks Online allow clients to access financial data anytime.

3) Digital Tax Filing – Seamless e-filing services for tax preparation and submissions.

4) Online Payroll & Bookkeeping – Remote payroll, invoicing, and financial records management.

5) Audit & Compliance Support – Secure document sharing and virtual assistance for IRS audits or financial reviews.

While COVID is now behind us, we continue to prioritize health and safety. We’ve maintained a rigorous cleaning protocol to ensure a safe environment for both staff and clients, alongside remote services and digital solutions for added convenience.

Services

Ensures accurate tax filing and strategic planning to minimize liabilities and comply with regulations.

Identifies potential deductions to help reduce taxable income and maximize savings.

Provides professional guidance and representation in case of an IRS audit.

Helps businesses meet tax payment deadlines and avoid penalties by calculating and filing estimated taxes.

Offers insights into choosing the right business structure (LLC, S-Corp, etc.) for tax efficiency and legal protection.

Assesses financial health, market position, and operational efficiency to support decision-making.

Maintains accurate financial records, tracks expenses, and ensures organized accounting.

Manages employee wages, tax withholdings, and compliance with labor laws.

Develops strategies for business owners and employees to secure financial stability post-retirement.