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Okeana
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Okeana
Showing 1 to 5 of 5 CPAs in Okeana, Ohio
JC
John C. Ley
Certified Public Accountant
Verified Licensed
Location Okeana, Ohio 45053
Based in Okeana, Ohio, John C. Ley offers comprehensive accounting services to individuals and families, as well as small businesses and various business structures. With over 15 years of experience, Ley specializes in providing basic accounting services, small business accounting, and financial planning to meet the distinct needs of each client. His expertise includes managing payroll processing and compliance, as well as representing clients before the IRS for tax-related matters. Whether assisting with personal or business finances, Ley works closely with clients to understand their unique circumstances and develop tailored solutions.
LA
Lisa A. Knutson
Certified Public Accountant
Verified Licensed
Location Okeana, Ohio 45053
Based in Okeana, Ohio, Lisa A. Knutson brings her expertise to clients in the region, with over 20 years of experience in providing personalized accounting services. Her practice focuses on individual and business tax return preparation, as well as IRS representation, helping families and family-owned enterprises navigate complex tax regulations. Specializing in basic accounting services and individual tax services, Knutson offers guidance to small business owners and individuals, ensuring compliance with tax laws and optimizing financial performance.
TA
Teresa A. Lucas
Certified Public Accountant
Verified Licensed
Location Okeana, Ohio 45053
Teresa A. Lucas is a Certified Public Accountant serving small and medium-sized businesses in Okeana, Ohio. With over 15 years of experience in providing general accounting and advisory services, she has developed expertise in basic accounting services, business tax services, and small business accounting. Her industry specialization includes family-owned enterprises, where she helps mitigate financial risks and ensures compliance with tax regulations, particularly in sales tax compliance services. She provides personalized support to her clients, offering solutions tailored to their unique financial needs and goals.
C
Caron Kugler
Certified Public Accountant
Verified Licensed
Location Okeana, Ohio 45053
Based in Okeana, Ohio, Caron Kugler is a certified public accountant with an extensive background in providing financial guidance to family-owned enterprises and entrepreneurs. With over 15 years of experience, she specializes in basic accounting services, financial planning, and tax compliance, assisting her clients in navigating complex financial matters. Kugler's expertise in sales tax compliance and retirement account tax reporting enables her to provide comprehensive tax solutions, ensuring accurate and timely tax filings.
SJ
Sandra J. Mccauley
Certified Public Accountant
Verified Licensed
Location Okeana, Ohio 45053
Sandra J. Mccauley is a certified public accountant based in Okeana, Ohio, with over 15 years of experience providing accounting services to individuals and families as well as various business structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses basic accounting services, tax compliance, and small business accounting, with a focus on helping clients navigate complex financial situations and ensure accurate financial reporting. Mccauley also specializes in retirement account tax reporting and compiles accurate financial statements for clients, providing a comprehensive range of services to meet their unique needs. With a deep understanding of the tax laws and regulations affecting individuals and businesses, Mccauley offers expert guidance and support to help her clients 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.