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Lowell
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Lowell
Showing 1 to 4 of 4 CPAs in Lowell, Ohio
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Jessica Heldman
Certified Public Accountant
Verified Licensed
Location Lowell, Ohio 45744
Jessica Heldman, a licensed CPA with over 14 years of experience, resides in Lowell, Ohio, and specializes in providing comprehensive tax planning and consulting services to individuals and families. Her expertise extends to business tax services, including sales tax compliance for various business structures such as S-Corps, Partnerships, and LLCs. With a strong background in basic accounting services, Heldman offers guidance on financial planning, budgeting, and record-keeping to ensure clients meet their tax obligations.
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Heather Peters
Certified Public Accountant
Verified Licensed
Location Lowell, Ohio 45744
Heather Peters is a certified public accountant with over 20 years of experience in accounting and taxation. Based in Lowell, Ohio, she serves individuals and families, as well as family-owned enterprises, providing a range of services that includes basic accounting, individual tax preparation, and business tax services. Her areas of specialization include retirement account tax reporting, payroll processing, and ensuring compliance with tax laws and regulations.
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Matthew Pottmeyer
Certified Public Accountant
Verified Licensed
Location Lowell, Ohio 45744
Matthew Pottmeyer is a certified public accountant (CPA) based in Lowell, Ohio, with over 15 years of experience in providing accounting services to small and medium-sized businesses, as well as family-owned enterprises. He specializes in basic accounting services, financial planning, and small business accounting, with a focus on ensuring accurate financial statements and meeting regulatory requirements. Pottmeyer's services include sales tax compliance, bookkeeping, and financial statement compilation, helping clients maintain compliance and make informed business decisions.
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Joseph B. Hupp
Certified Public Accountant
Verified Licensed
Location Lowell, Ohio 45744
Located in Lowell, Ohio, Joseph B. Hupp is a certified public accountant with over 15 years of experience in providing accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. His areas of specialization include basic accounting services, small business accounting, and business tax services, with a focus on helping clients navigate complex financial regulations. Joseph's expertise extends to payroll processing and compliance, as well as bookkeeping and financial statement compilation, allowing him to offer comprehensive support to 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.