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Kalida
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Kalida
Showing 1 to 5 of 5 CPAs in Kalida, Ohio
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Gina Jerwers
Certified Public Accountant
Verified Licensed
Location Kalida, Ohio 45853
Gina Jerwers is a certified public accountant with over 20 years of experience based in Kalida, Ohio. Her areas of expertise include basic accounting services, individual tax services, and financial planning, catering to various business structures and small to medium-sized businesses. As a seasoned IRS representative, Jerwers helps resolve tax issues and navigate complex tax laws.
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Kathy L. Unverferth
Certified Public Accountant
Verified Licensed
Location Kalida, Ohio 45853
Kathy L. Unverferth is a certified public accountant located in Kalida, Ohio. She has more than years of experience providing accounting services to individuals and families, and entrepreneurs and startups in various industries. Specializing in basic accounting services, business tax services, and small business accounting, her expertise includes sales tax compliance and tax planning and consulting. In addition to traditional services, Unverferth also provides budgeting and financial statement analysis for her small business clients.
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James J. Burgei
Certified Public Accountant
Verified Licensed
Location Kalida, Ohio 45853
James J. Burgei is a certified public accountant based in Kalida, Ohio, with over 20 years of experience in accounting and taxation. He provides tax return preparation services for individuals and businesses, including general accounting and advisory services, which cater to various industries such as family-owned enterprises and individuals and families. Burgei specializes in basic accounting services, individual tax services, and ensuring tax compliance for his clients.
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Daniel J. Lucke
Certified Public Accountant
Verified Licensed
Location Kalida, Ohio 45853
Daniel J. Lucke is a certified public accountant based in Kalida, Ohio, with over 15 years of experience serving the community. His practice focuses on providing tax planning and consulting services, ensuring that clients are in compliance with sales tax regulations. Lucke's expertise includes basic accounting services, individual tax services, and tax compliance, making him a valuable resource for entrepreneurs and startups. His experience serving individuals and families allows him to tailor his services to meet the unique needs of each client.
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Scott L. Kahle
Certified Public Accountant
Verified Licensed
Location Kalida, Ohio 45853
Located in Kalida, Ohio, Scott L. Kahle is a licensed certified public accountant (CPA) with over 20 years of experience providing professional accounting services. His expertise includes individual and business tax return preparation, as well as IRS representation, to address tax-related issues and concerns. With a focus on basic accounting services, individual tax services, and small business accounting, Scott serves clients from various industries including individuals and families, as well as small and medium-sized businesses.

Ohio's substantial CPA market serves a diverse economy transitioning from traditional manufacturing to healthcare, technology, and services. The Accountancy Board of Ohio requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 2.5 hours of ethics and minimum technical requirements.

Key Tax Considerations: Ohio eliminated its corporate income tax in favor of the Commercial Activity Tax (CAT) based on gross receipts, creating unique compliance needs. Individual income tax has graduated rates up to 3.75%. CPAs commonly handle CAT compliance, municipal income taxes (most Ohio cities have their own income tax requiring separate filings), sales and use tax, and various business tax credits. The complex municipal tax structure creates opportunities for specialized local tax expertise. Cross-border issues with Michigan, Pennsylvania, and Kentucky are common.

Industry Specializations: Healthcare systems (Cleveland Clinic, major hospital networks), manufacturing (automotive, aerospace, steel), insurance and financial services, technology and software, logistics and distribution, higher education, agriculture, and professional services are key practice areas. CPAs often specialize in healthcare reimbursement and compliance, manufacturing cost accounting, or navigating Ohio's unique CAT and municipal tax landscape.

For CPA Professionals: The Ohio Society of CPAs serves practitioners across a populous state. Major markets include Columbus (state capital, diverse economy), Cleveland (healthcare, manufacturing), Cincinnati (consumer products, financial services), and numerous secondary markets like Toledo, Akron, and Dayton. The state offers affordable cost of living, central U.S. location, and diverse practice opportunities from urban corporate work to rural manufacturing. Ohio's continued economic transformation creates needs for advisory services helping businesses adapt to changing markets and technologies.