Filter Results
Mason
Filter Results
Mason
Showing 51 to 60 of 147 CPAs in Mason, Ohio
T
Tracy Storts
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Tracy Storts, a certified public accountant based in Mason, Ohio, brings over 15 years of experience in handling complex tax and financial needs of family-owned enterprises and businesses with diverse structures. Her areas of specialization include basic accounting services, small business accounting, and financial planning, allowing her to provide comprehensive support to clients navigating various financial situations. Some of her notable services include retirement account tax reporting and sales tax compliance, enabling clients to maintain accurate records and adhere to tax regulations.
C
Chunyi Tang
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
In Mason, Ohio, Chunyi Tang has been providing accounting and advisory services to various business structures for over 15 years. With a focus on general accounting and advisory, tax planning and consulting, Tang helps clients navigate complex financial issues and achieve their business goals. As a certified public accountant, Tang specializes in providing basic accounting services, tax compliance, and business tax services, ensuring that clients remain compliant with tax laws and regulations.
DF
David F. Treft
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Based in Mason, Ohio, David F. Treft is a certified public accountant with over 10 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. He specializes in providing basic accounting services, individual tax services, and tax compliance solutions to meet the diverse needs of his clients. In addition to tax return preparation, Treft offers payroll processing and compliance services to help businesses manage employee compensation and adhere to regulatory requirements.
S
Shelly Serba
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Shelly Serba is a certified public accountant based in Mason, Ohio, with over 15 years of experience in providing accounting and advisory services to clients. Her expertise spans various business structures, including S-corporations, partnerships, and LLCs, as well as small and medium-sized businesses. Shelly specializes in general accounting services, tax planning and consulting, basic accounting services, individual tax services, and financial planning, serving the diverse needs of clients from different industries.
PT
Patrick T. Schafer
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Patrick T. Schafer is a certified public accountant serving clients in Mason, Ohio. With over 12 years of experience, he provides bookkeeping and financial statement compilation services to small businesses and individuals. His expertise also includes payroll processing and compliance, helping clients navigate complex tax laws and regulations.
CS
Cathryn S. Schwarzman
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Cathryn S. Schwarzman is a certified public accountant based in Mason, Ohio, with over 10 years of experience providing a range of financial services to small and medium-sized businesses, including those structured as S-Corps, partnerships, and LLCs. Her expertise lies in areas such as financial planning, tax compliance, and basic accounting services, including bookkeeping and financial statement compilation. Ms. Schwarzman also represents clients in matters before the Internal Revenue Service, helping to resolve tax disputes and ensure compliance with tax regulations.
C
Carrie Phillippi
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Based in Mason, Ohio, Carrie Phillippi is a certified public accountant with over 15 years of experience in providing accounting services to individuals and families, as well as small to medium-sized businesses. Her expertise includes bookkeeping and financial statement compilation, tax compliance, and individual tax services. With a focus on IRS representation and basic accounting services, Phillippi helps clients navigate complex tax laws and regulations, ensuring accurate and timely financial reporting.
JW
Jr W. Parker
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Based in Mason, Ohio, Jr W. Parker is a certified public accountant with over 15 years of experience in providing accounting services to entrepreneurs and family-owned enterprises. With a focus on basic accounting services, financial planning, and tax compliance, he offers tailored support for each client's unique needs. Services include bookkeeping and financial statement compilation, as well as tax planning and consulting to help businesses navigate complex financial situations.
O
Olga Vaught
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Based in Mason, Ohio, Olga Vaught is a certified public accountant with over a decade of experience providing financial expertise to small and medium-sized businesses. Her specialties include basic accounting services, business tax services, and individual tax services, catering to various business structures such as S-corps, partnerships, and LLCs. Olga's accounting services also encompass retirement account tax reporting and bookkeeping, including the compilation of financial statements to support informed business decisions.
JA
Julie A. Whitehead
Certified Public Accountant
Verified Licensed
Location Mason, Ohio 45040
Julie A. Whitehead is a certified public accountant with over 10 years of experience in Mason, Ohio. Her expertise lies in providing comprehensive tax planning and consulting services to small and medium-sized businesses. Whitehead's specialization in basic accounting services, small business accounting, and financial planning enables her to cater to the diverse needs of her clients. She serves individuals and families as well as small and medium-sized businesses, offering general accounting and advisory services to help them achieve their financial goals.

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.