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Lebanon
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Lebanon
Showing 21 to 30 of 76 CPAs in Lebanon, Ohio
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David B. Yelton
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
David B. Yelton, a certified public accountant, provides accounting services to individuals and family-owned enterprises in Lebanon, Ohio. With over 10 years of experience, his specialization includes basic accounting services, small business accounting, and tax compliance. Yelton's services encompass tax planning and preparation, bookkeeping, and financial statement compilation, as well as IRS representation for clients facing tax disputes or audits.
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Adam K. Waltzer
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Located in Lebanon, Ohio, Adam K. Waltzer is a certified public accountant with over 15 years of experience assisting family-owned enterprises and small to medium-sized businesses. His specialization in basic accounting services, business tax services, and tax compliance enables him to provide a range of expertise to clients. Adam prepares individual and business tax returns, as well as ensures sales tax compliance for his clients, staying up-to-date on all relevant tax laws and regulations.
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William Brady
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
William Brady is a certified public accountant with over 10 years of experience in providing financial guidance to entrepreneurs and startups in Lebanon, Ohio. His specialization in tax planning and consulting helps individuals and families optimize their financial strategies, while his expertise in IRS representation ensures effective resolution of tax disputes. Brady's financial planning and business tax services cater to the diverse needs of his clients, offering personalized advice on basic accounting, financial management, and tax compliance. As a seasoned practitioner, Brady maintains a strong focus on delivering comprehensive financial solutions that meet the unique requirements of his clients. His extensive experience in handling tax planning and financial consulting for various industries allows him to provide informed and tailored advice to his clients in Lebanon and surrounding areas.
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Gregory T. Ackerson
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Gregory T. Ackerson is a licensed CPA based in Lebanon, Ohio, with over 20 years of experience in providing accounting services. He specializes in basic accounting services, tax compliance, and financial planning for individuals and families, as well as family-owned enterprises. In addition to preparing individual and business tax returns, Ackerson also offers retirement account tax reporting services to help clients navigate complex tax obligations.
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Peter J. Stanoch
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Located in Lebanon, Ohio, Peter J. Stanoch provides accounting services to individuals and families, as well as small and medium-sized businesses. With over 20 years of experience, he specializes in offering basic accounting services, financial planning, and tax compliance expertise. Stanoch also offers specialized services, including sales tax compliance and IRS representation, to help clients navigate complex tax issues.
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Robert P. Elmore
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Robert P. Elmore is a certified public accountant (CPA) based in Lebanon, Ohio, with over 15 years of experience serving individuals and families, as well as small businesses and corporations. He specializes in providing basic accounting services, individual tax services, and small business accounting, including Payroll Processing & Compliance and Individual & Business Tax Return Preparation. Elmore's industry expertise spans various business structures, such as S-Corps, partnerships, and LLCs, helping clients navigate complex financial regulations and requirements.
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Brett Lutes
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Practicing as a certified public accountant in Lebanon, Ohio, since 2005, Brett Lutes offers comprehensive tax planning and consulting services to individuals and families. With a specialization in basic accounting services, financial planning, and tax compliance, he provides guidance on structuring and maintaining a variety of business entities, including S-Corps, partnerships, and LLCs. Additionally, Mr. Lutes provides expert IRS representation, helping clients navigate complex tax issues and resolve disputes. His expertise spans multiple industries, making him a valuable resource for businesses and individuals seeking professional accounting services.
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Matthew A. Phillips
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Based in Lebanon, Ohio, Matthew A. Phillips is a certified public accountant (CPA) with over 15 years of experience assisting individuals and families, as well as entrepreneurs and startups, with their financial needs. His services include payroll processing and compliance, tax planning and consulting, and basic accounting services tailored to the specific needs of small businesses. With a specialization in financial planning, Phillips helps clients navigate complex financial situations and create effective long-term strategies.
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Gregory T. Dixon
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Gregory T. Dixon is a certified public accountant based in Lebanon, Ohio, with over 15 years of experience. His practice focuses on providing tax planning and consulting services to entrepreneurs and family-owned enterprises, as well as retirement account tax reporting. Dixon's expertise extends to individual and business tax services, covering a range of accounting needs. His specialization in basic accounting services allows him to effectively manage financial records and provide strategic tax guidance to his clients.
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Ryan R. Smith
Certified Public Accountant
Verified Licensed
Location Lebanon, Ohio 45036
Located in Lebanon, Ohio, Ryan R. Smith is a certified public accountant with over a decade of experience in providing financial guidance. He specializes in basic accounting services, tax compliance, and financial planning for small and medium-sized businesses, as well as entrepreneurs and startups in the region. With expertise in payroll processing and compliance, individual and business tax return preparation, Ryan R. Smith helps his clients navigate complex financial regulations and ensure timely tax filing.

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.