We bring a personalized approach to helping individual and small business clients solve their financial needs through tax preparation and advisory and business advisory services. The firm specializes in income tax preparation and advisory for clients in Ohio, Pennsylvania and numerous other states.
Our team of professionals provides a comprehensive range of customized tax, accounting and consulting services to help you achieve your financial goals. Our services include:
Tim is a CPA based in the Cleveland, OH, suburb of Parma. He has over 30 years experience working with both individuals and small businesses on tax and tax advisory. He also helps small businesses set up their LLC, S-Corp, C-Corp status. Tim is a RamseyTrusted Tax Pro and a Ramsey Master Financial Coach.
Lisa has experience preparing tax returns for individuals, families and small businesses.
Shannon has experience preparing tax returns for individuals, families and small businesses. She also is an experienced real estate agent.