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Montpelier
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Montpelier
Showing 1 to 3 of 3 CPAs in Montpelier, Ohio
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Julie L. Gearhart
Certified Public Accountant
Verified Licensed
Location Montpelier, Ohio 43543
Located in Montpelier, Ohio, Julie L. Gearhart provides comprehensive accounting services to a diverse range of clients. With over 10 years of experience, she specializes in basic accounting services, tax compliance, and business tax services, helping entrepreneurs and startups navigate complex tax regulations. She prepares individual and business tax return preparation, in addition to accurately reporting retirement account taxes. Her expertise benefits individuals and families, as well as small businesses, with accurate and timely financial guidance.
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Lonnie J. Gillen
Certified Public Accountant
Verified Licensed
Location Montpelier, Ohio 43543
Based in Montpelier, Ohio, Lonnie J. Gillen provides expertise to businesses and individuals in sales tax compliance and IRS representation. A seasoned accountant with experience in various business structures, Gillen offers specialized services for S-Corps, partnerships, LLCs, and other entrepreneurial ventures. With a focus on basic accounting services, small business accounting, and business tax services, Gillen helps clients navigate financial complexities and achieve tax efficiency.
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Shirley A. Batt
Certified Public Accountant
Verified Licensed
Location Montpelier, Ohio 43543
Shirley A. Batt is a certified public accountant serving the financial needs of entrepreneurs and family-owned enterprises in Montpelier, Ohio. With over 20 years of experience in basic accounting services, tax compliance, and financial planning, Batt provides expert guidance to clients navigating complex financial situations. Her specialized services include retirement account tax reporting and payroll processing & compliance, which ensure businesses operate efficiently and in accordance with regulatory requirements.

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.