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Trenton
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Trenton
Showing 1 to 4 of 4 CPAs in Trenton, Ohio
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Daniel Witherell
Certified Public Accountant
Verified Licensed
Location Trenton, Ohio 45067
Daniel Witherell is a certified public accountant with over 15 years of experience serving the financial needs of family-owned enterprises and entrepreneurs in Trenton, Ohio. His specialization in basic accounting services and financial planning allows him to provide comprehensive support to his clients, helping them achieve their business goals through informed tax decisions. With expertise in tax planning and consulting, Witherell assists clients in navigating complex tax regulations, ensuring compliance with sales tax requirements and optimizing their overall tax efficiency.
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Jeremy B. Taylor
Certified Public Accountant
Verified Licensed
Location Trenton, Ohio 45067
Jeremy B. Taylor is a certified public accountant with over 15 years of experience in providing financial guidance to small and medium-sized businesses in Trenton, Ohio. In addition to general accounting and advisory services, he specializes in basic accounting services and financial planning for family-owned enterprises. His expertise also includes sales tax compliance, ensuring that businesses accurately manage and report their sales tax obligations. Taylor's extensive experience in the field enables him to provide personalized support to his clients, addressing their unique financial needs and goals.
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Anna Root
Certified Public Accountant
Verified Licensed
Location Trenton, Ohio 45067
Based in Trenton, Ohio, Anna Root provides accounting services to a diverse range of clients, including entrepreneurs, startups, and businesses operating as S-Corps, partnerships, and LLCs. With over a decade of experience in financial planning, tax compliance, and basic accounting services, she assists clients in navigating complex tax regulations and ensuring ongoing financial stability. Anna's expertise in retirement account tax reporting and payroll processing and compliance helps businesses stay compliant with relevant laws and regulations. She is well-versed in handling the financial needs of varied business structures, providing tailored solutions to meet each client's unique requirements.
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Valerie A. Halsey
Certified Public Accountant
Verified Licensed
Location Trenton, Ohio 45067
Valerie A. Halsey, a certified public accountant (CPA), has been based in Trenton, Ohio, for over a decade, serving the local community with a range of accounting services. Her areas of specialization include basic accounting services, financial planning, and individual tax services, catering to the needs of small and medium-sized businesses, as well as family-owned enterprises. Valerie is well-versed in sales tax compliance and IRS representation, helping clients navigate complex tax matters with precision and expertise.

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.