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Lakeside Marblehead
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Lakeside Marblehead
Showing 1 to 7 of 7 CPAs in Lakeside Marblehead, Ohio
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Kimberly K. Oxendale
Certified Public Accountant
Verified Licensed
Location Lakeside Marblehead, Ohio 43440
In Lakeside Marblehead, Ohio, Kimberly K. Oxendale provides accounting assistance to various business structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses basic accounting services, individual tax services, and tax compliance, making her a valuable resource for small to medium-sized businesses. With experience spanning over 15+ years, Kimberly K. Oxendale has developed specialized knowledge in bookkeeping and financial statement compilation, as well as sales tax compliance, helping clients efficiently manage their financial operations.
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Theresa M. Marez
Certified Public Accountant
Verified Licensed
Location Lakeside Marblehead, Ohio 43440
Theresa M. Marez is a CPA based in Lakeside Marblehead, Ohio, with over 15 years of experience providing expert accounting services to various business structures, including S-Corps, partnerships, and LLCs. Her specialization in basic accounting services, financial planning, and business tax services enables her to offer tailored support to entrepreneurs and startups, helping them navigate complex financial scenarios and achieve their goals. Marez's services encompass general accounting and advisory, as well as payroll processing and compliance, ensuring seamless financial operations and minimizing the risk of non-compliance.
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Shannon Casey
Certified Public Accountant
Verified Licensed
Location Lakeside Marblehead, Ohio 43440
Based in Lakeside Marblehead, Ohio, Shannon Casey provides accounting services to small and medium-sized businesses, including those with varied business structures such as S-Corps, partnerships, and LLCs. With over 10 years of experience in basic accounting services, small business accounting, and tax compliance, Shannon Casey helps clients navigate complex financial regulations and ensure accurate tax reporting. Services offered include sales tax compliance and retirement account tax reporting, providing clients with a comprehensive approach to their financial needs.
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Sylvia J. Chappell
Certified Public Accountant
Verified Licensed
Location Lakeside Marblehead, Ohio 43440
Sylvia J. Chappell is a licensed Certified Public Accountant (CPA) with extensive experience in accounting and taxation. Based in Lakeside Marblehead, Ohio, she serves clients in various business structures, including S-Corps, partnerships, and LLCs, as well as individuals and families. With over 15 years of experience, Sylvia J. Chappell specializes in basic accounting services, small business accounting, and tax compliance, providing guidance in these areas to ensure financial stability and accuracy. Sylvia J. Chappell maintains current knowledge of tax laws and regulations, particularly in sales tax compliance, to ensure clients meet their tax obligations.
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Thomas M. Borgio
Certified Public Accountant
Verified Licensed
Location Lakeside Marblehead, Ohio 43440
Based in Lakeside Marblehead, Ohio, Thomas M. Borgio provides accounting services to entrepreneurs and startups, as well as individuals with various business structures such as S-Corps, partnerships, and LLCs. With years of experience in individual tax services, tax compliance, and basic accounting services, he offers specialized tax planning and consulting tailored to his clients' needs. Borgio's expertise in retirement account tax reporting and tax compliance enables him to navigate complex tax laws and regulations, ensuring accurate and timely tax returns.
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Kurt F. Geisheimer
Certified Public Accountant
Verified Licensed
Location Lakeside Marblehead, Ohio 43440
Kurt F. Geisheimer is a licensed CPA serving clients in Lakeside Marblehead, Ohio, with over 10 years of experience in tax planning and consulting. His expertise spans small business accounting, basic accounting services, and tax compliance, catering to the needs of entrepreneurs, startups, and small to medium-sized businesses. In addition to traditional accounting services, Geisheimer provides IRS representation to individuals and businesses facing tax disputes or audits. He maintains active membership in professional organizations, staying up-to-date with the latest tax laws, regulations, and industry best practices.
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Connie Turinsky
Certified Public Accountant
Verified Licensed
Location Lakeside Marblehead, Ohio 43440
Based in Lakeside Marblehead, Ohio, Connie Turinsky is a certified public accountant with over 20 years of experience, providing financial expertise to various business structures, including S-corporations, partnerships, and LLCs. Her services encompass bookkeeping and financial statement compilation, as well as individual and business tax return preparation. Specializing in basic accounting services, financial planning, and tax compliance, Connie helps small and medium-sized businesses maintain accurate financial records and meet regulatory requirements.

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.