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New Lexington
Filter Results
New Lexington
Showing 1 to 7 of 7 CPAs in New Lexington, Ohio
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Terrance L. Rugg
Certified Public Accountant
Verified Licensed
Location New Lexington, Ohio 43764
Terrance L. Rugg is a certified public accountant based in New Lexington, Ohio, with over 20 years of experience serving small and medium-sized businesses, as well as entrepreneurs and startups. His practice focuses on providing tax planning and consulting services, ensuring clients meet their sales tax compliance requirements, and guiding them through complex financial planning. With expertise in basic accounting services, individual tax services, and financial planning, Rugg offers targeted support to businesses navigating financial complexities and ensuring tax efficiency.
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Daniel P. Rugg
Certified Public Accountant
Verified Licensed
Location New Lexington, Ohio 43764
Located in New Lexington, Ohio, Daniel P. Rugg is a certified public accountant with over 15 years of experience in tax planning and preparation. He specializes in providing financial planning, tax compliance, and basic accounting services to various business structures, including S-Corps, partnerships, and LLCs, in addition to supporting entrepreneurs and startups. Rugg's expertise also extends to IRS representation, where he helps individuals and businesses navigate complex tax issues and resolve disputes.
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Geary S. Danison
Certified Public Accountant
Verified Licensed
Location New Lexington, Ohio 43764
Located in New Lexington, Ohio, Geary S. Danison is a certified public accountant with over 10 years of experience providing financial expertise to individuals and family-owned enterprises. His areas of specialization include basic accounting services, individual tax services, and financial planning, catering to the needs of individuals, families, and businesses. Danison also offers specialized services in tax planning and consulting, as well as bookkeeping and financial statement compilation, helping clients navigate complex financial situations.
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James T. Hill
Certified Public Accountant
Verified Licensed
Location New Lexington, Ohio 43764
Based in New Lexington, Ohio, James T. Hill is a certified public accountant with over 15 years of experience in providing financial guidance to entrepreneurs and startups. His expertise includes tax planning and consulting, as well as specialized services such as retirement account tax reporting. With a focus on small business accounting and business tax services, Hill assists individuals and families with their financial needs, including basic accounting services and tax preparation.
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Christine M. Barnette
Certified Public Accountant
Verified Licensed
Location New Lexington, Ohio 43764
Based in New Lexington, Ohio, Christine M. Barnette has been providing accounting services since 2002, primarily focusing on tax compliance and financial planning for small and medium-sized businesses. Her expertise extends to individual and business tax return preparation, as well as sales tax compliance for a variety of business structures, including S-Corps, partnerships, and limited liability companies. Serving clients across various industries, Christine M. Barnette is knowledgeable in basic accounting services and business tax services, helping clients navigate tax laws and meet regulatory requirements.
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Martin R. Adam
Certified Public Accountant
Verified Licensed
Location New Lexington, Ohio 43764
Based in New Lexington, Ohio, Martin R. Adam is a certified public accountant with over 20 years of experience in providing accounting and financial services to his clients. His areas of specialization include basic accounting services, tax compliance, and financial planning, making him a valuable resource for small and medium-sized businesses, as well as family-owned enterprises in need of expert guidance. Adam's services encompass tax planning and consulting, as well as bookkeeping and financial statement compilation, helping his clients navigate complex financial issues and make informed business decisions.
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Donald Poling
Certified Public Accountant
Verified Licensed
Location New Lexington, Ohio 43764
As a licensed CPA, Donald Poling provides expert accounting services to clients in New Lexington, Ohio. With over 15 years of experience, he specializes in individual and business tax return preparation, ensuring accurate and timely filings. His services also include sales tax compliance and he frequently advises small and medium-sized businesses, as well as family-owned enterprises, on tax compliance and individual tax services.

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.