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Loveland
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Loveland
Showing 1 to 10 of 151 CPAs in Loveland, Ohio
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John S. Lehmann
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Based in Loveland, Ohio, John S. Lehmann is a seasoned accounting professional with over 20 years of experience. He provides a variety of services, including payroll processing and compliance, as well as individual and business tax return preparation. Specializing in basic accounting services, individual tax services, and financial planning, Lehmann has developed expertise in helping individuals and families, as well as small and medium-sized businesses, navigate their financial landscapes.
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James F. O'Keefe
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Based in Loveland, Ohio, James F. O'Keefe has been providing accounting services to entrepreneurs and individuals for over 10 years. His expertise includes financial planning, individual tax services, and basic accounting services tailored to the needs of local startups and established businesses. O'Keefe also specializes in sales tax compliance and retirement account tax reporting, ensuring accurate and timely handling of complex tax matters. A detail-oriented approach and a commitment to ongoing education enable him to stay up to date on the latest tax laws and regulations.
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Barbara A. Cochran
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Barbara A. Cochran is a certified public accountant based in Loveland, Ohio. With over 15 years of experience in accounting and taxation, she specializes in providing basic accounting services, individual tax services, and tax compliance support to various business structures, including S-Corps, partnerships, and LLCs. Her expertise also extends to IRS representation, bookkeeping, and financial statement compilation, making her a valuable resource for entrepreneurs and startups seeking expert guidance on financial matters.
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Jesse J. Geiger
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Based in Loveland, Ohio, Jesse J. Geiger provides accounting services to entrepreneurs and small to medium-sized businesses. With over 10 years of experience, Geiger specializes in business tax services, tax compliance, and basic accounting services. His expertise includes preparing individual and business tax returns, as well as representing clients before the IRS.
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Joseph Wohlleb
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Joseph Wohlleb is a certified public accountant (CPA) based in Loveland, Ohio, with over a decade of experience providing financial guidance to businesses and individuals. He specializes in basic accounting services, individual tax services, and business tax services, assisting various business structures including S-Corps, partnerships, and LLCs. Joseph's expertise extends to sales tax compliance, serving entrepreneurs and startups in the area, and he maintains current knowledge of changing tax laws and regulations to ensure accurate and timely filing.
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Kathleen A. Wilkinson
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
A certified public accountant based in Loveland, Ohio, Kathleen A. Wilkinson has over a decade of experience providing financial guidance to small and medium-sized businesses and family-owned enterprises. With a specialization in basic accounting services, financial planning, and small business accounting, she offers expert tax planning and consulting to ensure compliance with tax laws and regulations. Her unique approach to retirement account tax reporting allows clients to optimize their savings and minimize tax liabilities, making her a valuable resource for businesses and individuals alike.
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Joyce I. Steele
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Joyce I. Steele is a certified public accountant based in Loveland, Ohio, with over 15 years of experience in providing accounting services to various clients. Her expertise lies in basic accounting services, small business accounting, and financial planning, making her a sought-after professional for individuals and families, as well as entrepreneurs and startups in the area. Steele prepares individual and business tax returns, ensuring compliance with tax laws and regulations, and offers payroll processing and compliance services to alleviate the administrative burden on her clients.
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Shelley A. Zwilling
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Shelley A. Zwilling is a certified public accountant with over a decade of experience in providing financial guidance to a diverse range of clients. Based in Loveland, Ohio, she specializes in small business accounting and offers tailored tax planning and consulting services to ensure compliance with tax laws. Her expertise includes tax preparation, financial statement analysis, and sales tax compliance, as well as guidance on basic accounting services for entrepreneurs and startups with various business structures.
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David B. Thompson
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Based in Loveland, Ohio, David B. Thompson is a certified public accountant with over 10 years of experience providing financial guidance to small and medium-sized businesses. His areas of specialization include basic accounting services, small business accounting, and individual tax services. Thompson prepares individual and business tax return preparations, as well as compiles financial statements for clients.
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Ann E. Moeller
Certified Public Accountant
Verified Licensed
Location Loveland, Ohio 45140
Based in Loveland, Ohio, Ann E. Moeller provides a range of accounting services to clients in the local area. With over 20 years of experience, Moeller specializes in delivering comprehensive financial planning and tax preparation services to individuals and family-owned enterprises. She is also well-versed in basic accounting services, including sales tax compliance, and has extensive expertise in preparing individual and business tax returns. Her areas of specialization include financial planning, small business accounting, and individual tax return preparation.

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.