Who We Serve

Types of entities and organizations we serve:

  • Associations
  • Corporations
  • Estates and Trusts
  • Individuals/Proprietorships
  • Limited Liability Companies
  • Not for Profit Organizations
  • Partnerships
  • S Corporations

 

Planning for your Financial Future

Filing your Tax Returns

Helping with your Bookkeeping

The businesses and organizations we serve consist of successful entrepreneurs and individuals who form entities or organizations to facilitate their business operations.

They are locally owned and/or operated, comprising sole 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.

Agribusiness

Construction

Transportation

Grain Industry

Automobile Dealerships

Agribusiness

Healthcare

Business industry categories we serve:

  • Agribusiness
  • Automobile Dealerships
  • Business Startups
  • Construction Contractors
  • Family Owned Businesses
  • Grain Industry
  • Health Care
  • Insurance
  • Manufacturing
  • Not for Profit Organizations
  • Professional Service Firms
  • Transportation
  • Wholesale/Retail Firms

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 for 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 significant experience in assisting not for profit entities as they enrich and enhance the quality of life for their communities.

Do you have questions you’d like to ask us? Let us know!