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Sunbury
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Sunbury
Showing 21 to 30 of 36 CPAs in Sunbury, Ohio
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Gail L. Jamison
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Gail L. Jamison is a certified public accountant based in Sunbury, Ohio. She has spent the past 20 years providing financial support to small businesses and family-owned enterprises. With expertise in basic accounting services, tax compliance, and business tax services, Jamison helps clients navigate various business structures, including S-Corps, partnerships, and LLCs. Her services include payroll processing, ensuring compliance with relevant regulations, and providing accurate retirement account tax reporting to her clients. A member of the accounting community in Sunbury, Jamison maintains a commitment to accurate and timely financial support for her clients and community.
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Lori A. Novak
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Lori A. Novak, a certified public accountant with over 12 years of experience, provides financial guidance to family-owned enterprises and entrepreneurs in Sunbury, Ohio. With a specialization in Basic Accounting Services, Business Tax Services, and Small Business Accounting, her expertise spans bookkeeping, financial statement compilation, and sales tax compliance. She assists clients with financial planning, budgeting, and financial statement preparation, and offers personalized advice to meet the unique needs of each business. As a seasoned accountant, Lori A. Novak maintains up-to-date knowledge of tax laws and regulations to ensure accurate and compliant financial records.
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James All
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Based in Sunbury, Ohio, James All provides accounting services to entrepreneurs and startups in various business structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience, James specializes in basic accounting services, individual tax services, and business tax services, supporting clients in meeting their financial obligations. His expertise includes preparing individual and business tax returns, as well as reporting on retirement accounts, ensuring compliance with tax regulations.
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Rochelle L. Swager
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Rochelle L. Swager, a certified public accountant residing in Sunbury, Ohio, serves clients across various business structures, including S-Corps, partnerships, and LLCs. With over a decade of experience in general accounting and advisory services, she provides expert guidance on tax compliance and individual tax services. Her specialization in basic accounting services enables her to address the financial needs of family-owned enterprises and other small businesses.
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Diane M. Bingman
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Diane M. Bingman is a certified public accountant based in Sunbury, Ohio, with over 15 years of experience serving clients in the central Ohio region. Her expertise includes providing basic accounting services, small business accounting, and business tax services to family-owned enterprises and individuals and families. In addition to annual tax return preparation for individuals and businesses, Bingman also specializes in retirement account tax reporting, helping clients navigate the complexities of this important financial planning aspect.
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Steven D. Werstiuk
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Based in Sunbury, Ohio, Steven D. Werstiuk provides comprehensive accounting services to family-owned enterprises and entrepreneurs and startups. With over 20 years of experience, his expertise encompasses basic accounting, small business accounting, and individual tax services, facilitating clients' financial stability and growth. Werstiuk specializes in sales tax compliance and retirement account tax reporting, ensuring accurate and timely submissions to relevant authorities.
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William P. Mcgee
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Based in Sunbury, Ohio, William P. Mcgee has been a practicing certified public accountant (CPA) for over 15 years, providing expertise in general accounting and advisory services. His areas of specialization include basic accounting services, business tax services, and small business accounting, catering to the needs of individuals and families, as well as small and medium-sized businesses in the local community. As a seasoned practitioner, Mcgee offers IRS representation services, assisting clients with tax-related matters and disputes.
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Shelley E. Atkinson
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Based in Sunbury, Ohio, Shelley E. Atkinson is a certified public accountant with over 20 years of experience in financial management and compliance. Her practice focuses on providing a range of services, including payroll processing and retirement account tax reporting, to various business structures such as S-Corps, partnerships, and LLCs. With expertise in basic accounting services, financial planning, and business tax services, Shelley Atkinson helps family-owned enterprises and small businesses navigate complex financial regulations.
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Alison Smith
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Located in Sunbury, Ohio, Alison Smith is a certified public accountant with over 20 years of experience in the field. Her practice provides individual and business tax return preparation services, as well as IRS representation to resolve tax disputes, ensuring compliance with relevant laws and regulations. With a background in basic accounting services and financial planning, Smith also serves small and medium-sized businesses as well as family-owned enterprises, providing tailored financial guidance to meet their unique needs.
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Dyke K. Van
Certified Public Accountant
Verified Licensed
Location Sunbury, Ohio 43074
Dyke K. Van is a local certified public accountant (CPA) based in Sunbury, Ohio, with over 15 years of experience serving the financial needs of various business structures and individuals. Their practice focuses on providing general accounting and advisory services, as well as specialized expertise in business tax services and small business accounting. Specializing in basic accounting services for individuals and families, Van delivers sales tax compliance and financial guidance to clients ranging from S-Corps and partnerships to limited liability companies (LLCs). With a deep understanding of the tax laws and regulations affecting local businesses, Van offers informed guidance to help clients navigate complex financial situations and optimize their financial performance.

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.