Filter Results
Lakewood
Filter Results
Lakewood
Showing 31 to 40 of 121 CPAs in Lakewood, Ohio
C
Christopher Haney
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Based in Lakewood, Ohio, Christopher Haney provides bookkeeping and financial statement compilation services, as well as individual and business tax return preparation. With years of experience in basic accounting services, tax compliance, and business tax services, Haney supports various business structures, including S-Corps, partnerships, and LLCs. He serves small to medium-sized businesses in the Lakewood area, offering tailored financial guidance and tax expertise.
LL
Lori L. Verchio
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Lori L. Verchio, a certified public accountant, serves clients in Lakewood, Ohio, with expertise in business tax services and basic accounting services. With over 20 years of experience in providing financial planning and tax guidance, she supports family-owned enterprises and small to medium-sized businesses. Her services include retirement account tax reporting, payroll processing and compliance, and business tax preparation. Lori L. Verchio holds a specialization in financial planning, aiding clients in making informed decisions about their financial futures.
DL
David L. Cook
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
David L. Cook, a certified public accountant, has been serving clients in the Lakewood, Ohio area since 1998. With a focus on individual and business tax return preparation, he provides expert guidance on tax planning and consulting to help clients achieve their financial goals. As a seasoned accountant with a specialization in basic accounting services, small business accounting, and financial planning, David serves a diverse range of clients, including various business structures such as S-Corps, partnerships, and LLCs, as well as individuals and families. He maintains a comprehensive understanding of tax laws and regulations, ensuring accurate and timely preparation of tax returns for his clients.
J
Jason Schroeder
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Based in Lakewood, Ohio, Jason Schroeder is a certified public accountant with over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. His practice focuses on providing basic accounting services, tax compliance, and business tax services to entrepreneurs and startups, as well as other small businesses. Jason Schroeder offers customized tax planning and consulting services, including bookkeeping and financial statement compilation, to help clients make informed financial decisions.
DL
Debra L. Thompson
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Based in Lakewood, Ohio, Debra L. Thompson is a certified public accountant with over 15 years of experience. Providing expert guidance to entrepreneurs and startups, as well as family-owned enterprises, she specializes in delivering comprehensive financial planning and small business accounting services. Her professional services include bookkeeping, financial statement compilation, and tax planning and consulting, with a focus on providing accurate, timely, and confidential financial support.
J
Jason Collier
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Jason Collier is a certified public accountant based in Lakewood, Ohio with extensive experience in managing various business structures, including S-Corps, partnerships, and LLCs. His areas of specialization include basic accounting services, business tax services, and tax compliance, supporting individuals and families with their financial needs. With a strong focus on regulatory compliance, Collier's services encompass sales tax compliance and payroll processing, ensuring clients meet their financial obligations.
AJ
Andrew J. Ungar
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Based in Lakewood, Ohio, Andrew J. Ungar is a certified public accountant with over 15 years of experience providing accounting and tax services to small and medium-sized businesses and individuals. His practice specializes in basic accounting services, individual tax services, and financial planning, with a focus on helping clients navigate complex tax laws and regulations. One of his areas of expertise is supporting payroll processing and compliance for businesses of all sizes, ensuring accurate and timely payments to employees.
J
Joseph Stepan
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Joseph Stepan is a certified public accountant residing in Lakewood, Ohio, with over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. He specializes in providing basic accounting services, financial planning, and business tax services to small and medium-sized businesses. Additionally, Joseph offers IRS representation and payroll processing and compliance services to help clients navigate complex tax laws and maintain regulatory compliance.
MJ
Matthew J. Lower
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
With over 15 years of experience in accounting, Matthew J. Lower provides expert financial guidance to entrepreneurs and startups in Lakewood, Ohio. His specialization in small business accounting and financial planning allows him to offer tailored solutions to help businesses manage their finances effectively. Services include payroll processing and compliance, sales tax compliance, and basic accounting services, catering to the diverse needs of individuals and families.
KT
Kevin T. Gallagher
Certified Public Accountant
Verified Licensed
Location Lakewood, Ohio 44107
Based in Lakewood, Ohio, Kevin T. Gallagher is a certified public accountant with extensive experience in providing tax planning and consulting services. He offers specialized support in retirement account tax reporting, helping individuals navigate complex tax compliance regulations. With a focus on basic accounting services, individual tax services, and tax compliance, Gallagher serves family-owned enterprises and small to medium-sized businesses. His expertise includes tax planning and consulting, which enables him to effectively manage the financial needs of his clients.

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.