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New Lebanon
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New Lebanon
Showing 1 to 3 of 3 CPAs in New Lebanon, Ohio
NV
Norreen V. Opper
Certified Public Accountant
Verified Licensed
Location New Lebanon, Ohio 45345
Located in New Lebanon, Ohio, Norreen V. Opper is a certified public accountant with extensive experience in financial management, dating back to 2002. Her areas of specialization include basic accounting services, business tax services, and small business accounting, serving a diverse clientele of various business structures and family-owned enterprises. Opper's expertise encompasses bookkeeping and financial statement compilation, as well as preparation of individual and business tax returns, providing accurate and timely financial information to clients.
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Laurie A. Moses
Certified Public Accountant
Verified Licensed
Location New Lebanon, Ohio 45345
Laurie A. Moses is a certified public accountant based in New Lebanon, Ohio, with over 20 years of experience in the field. Her services include sales tax compliance, general accounting and advisory, and she specializes in basic accounting services, tax compliance, and financial planning for individuals and families as well as family-owned enterprises. Moses is a member of the American Institute of Certified Public Accountants and stays up-to-date on the latest accounting regulations and standards.
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Michael L. Holderman
Certified Public Accountant
Verified Licensed
Location New Lebanon, Ohio 45345
Based in New Lebanon, Ohio, Michael L. Holderman is a seasoned accountant with a strong focus on tax and financial consulting services. With over 15 years of experience in providing expert accounting solutions, he specializes in catering to the needs of family-owned enterprises and entrepreneurs and startups. Holderman's extensive expertise includes basic accounting services, individual tax services, and business tax services, as well as IRS representation and tax planning and consulting. Native to the Ohio region, Holderman's familiarity with local tax laws and regulations allows him to provide informed and precise guidance 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.