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For Businesses

Accounting and Bookkeeping Support
From start-ups to long-established companies, businesses must have accurate and relevant financial information for sound decision making. Our accounting and bookkeeping services can provide you with that information in a very cost-effective manner.

We can work with paper records, files from your accounting software, Excel© files, Word© files, or any combination. We use our modern information technology to compile your information into monthly or quarterly financial statements that are designed to give you a timely and relevant report of your company's financial situation.

We can do the entire process or work with your bookkeeper or in-house accountant to complement their work. We can do the work entirely in our offices, on-site at your place of business or a combination of the two. If desired, we also assist you in upgrading your accounting records to more modern systems (see Accounting Software Support) and train you to use technology to your advantage.

Tax Compliance
This is a service commonly associated with accounting firms. It involves the preparation of tax returns and reports required by federal, state and local taxing authorities.

Many people make the incorrect assumption that tax compliance services are a commodity. Many people assume that experienced accountants are "too expensive". Many people look for the lowest price when deciding on their tax preparer. Many people are wrong.

The tax forms are a commodity. Every piece of information in a tax return has to be correct and compliant with the relevant tax law. The knowledge that is applied to reporting correct numbers and applying the appropriate laws can never be a commodity.

We make significant ongoing investments in training our staff, and providing them with modern research tools and technology to support very high tax preparation standards.

The training and research tools allow us to understand the tax laws thoroughly and keep our knowledge up-to-date. That gives us the ability to advise you when and where you may have legitimate opportunities for a "tax break". More importantly, it helps us keep you out of trouble by avoiding tax positions that are incorrect or outdated.

Accounting Software Support
We have been actively supporting client-based accounting software since 1988.

Currently we support Peachtree and QuickBooks accounting software. Lisa Ott has 15 years of experience with QuickBooks and is a Certified QuickBooks ProAdvisor®. Our services include software selection, installation and user training and ongoing support. For more information on the match of our services with your needs or interests, call Lisa Ott directly at (937) 381-1137 or e-mail her at

Representation with Internal Revenue Service and State Taxing Authorities
Our tax representation services range from answering routine but unnerving notices to full support of our client's in an IRS audit.

We offer these services both to those whose tax returns we prepare and those who do not. We work on your behalf to resolve problems with the minimum of economic damage to you or your business. If you suspect that our tax representation service could help you or if you would like additional information, please contact one of our Principals.

Tax Planning and Consulting
We use our experience and research capabilities to develop a tax plans that help you minimize tax liabilities and maximize cash flow.

We also recognize that, because we are a local firm, we cannot always address your needs entirely with our in-house resources. We have a network of external resources available to assist with unusual or particularly specific issues. If you would like additional information, please contact one of our Principals.