Who We Serve
Types of entities and organizations we serve:
- Associations
- Corporations
- Estates and Trusts
- Individuals/Proprietorships
- Partnerships
- S Corporations
- Not for Profit Organizations
- Limited Liability Companies
The businesses and organizations we serve are locally owned and operated. They consist of many successful entrepreneurs and individuals who form entities or organizations to facilitate their business operations.
Choosing the Right Type of Entity
The type of entity to be used by an individual, business or organization for their particular situation will depend on a number of factors. We help to evaluate the choice of entity selection, considering all of the relevant facts. Business purpose, type of operation, number of owners, specific trade requirements, professional licensing, governmental regulations, accounting and tax planning issues are just a few of those considerations in deciding the type of entity that makes the most sense. We can assist in making the appropriate entity selection for your unique circumstances.
We serve locally owned and/or operated entities and organizations consisting of individuals, proprietorships, partnerships, C or S corporations and limited liability companies. We also serve a number of not-for-profit organizations such as churches, public charities and private foundations, as well as associations, estates and trusts.
Family Owned / Closely Held Businesses
Business entities that we advise typically are family-owned or closely held companies. They rely on us for advice on specific accounting, tax and business planning concerns. Our goal is to help each family business achieve their business objectives and financial pursuits for both current and future generations.
Not for Profit Organizations
Not for profit organizations have unique tax and specific compliance issues to address as they carry out their mission for the beneficiaries and communities they serve. We have considerable experience in assisting not for profit entities, as they enrich and enhance the quality of life for their respective communities.
Business industry categories we serve:
- Agribusiness
- Automobile Dealerships
- Business Startups
- Construction Contractors
- Family Owned Businesses
- Grain Industry
- Insurance
- Manufacturing
- Not for Profit Organizations
- Professional Service Firms
- Transportation
- Wholesale/Retail Firms
- Health Care
The Business Industry categories we serve are a reflection of the communities where we live and work in the Midwestern United States.
Agriculture
The tri-state area of Ohio, Indiana, and Michigan is home to many family owned agri-businesses and farms. We assist them by providing tax, financial and business planning services. We also provide attest services for members of the agribusiness community including farm entities, agricultural cooperatives and privately held grain elevators.
Family Owned Businesses
Family ownership is the common denominator of most businesses we serve. We have extensive experience with the unique compliance and consulting issues that arise with the family business and smaller organization. Many of those small business issues can be similarly addressed within the industry categories that we service. As your CPA, we serve as your personal business advisor and business confidant, keeping you informed as you strive to reach your business objectives and financial goals.
Not for Profit Organizations
Not for profit organizations have unique tax and specific compliance issues to address as they carry out their mission for the beneficiaries and communities they serve. We have significant experience in assisting not for profit entities as they enrich and enhance the quality of life for their communities.
Please contact us and we will be happy to meet with you.