Filter Results
Waverly
Filter Results
Waverly
Showing 1 to 4 of 4 CPAs in Waverly, Ohio
TR
Tara R. Jordan
Certified Public Accountant
Verified Licensed
Location Waverly, Ohio 45690
Tara R. Jordan is a licensed certified public accountant serving clients in Waverly, Ohio, with over 15 years of experience in providing financial guidance and tax services. Her expertise includes basic accounting services, individual tax services, and business tax services, catering to a diverse range of clients including individuals and families, as well as various business structures such as S-corporations, partnerships, and LLCs. Ms. Jordan's practice is well-versed in sales tax compliance and IRS representation, ensuring seamless navigation through complex financial matters.
SR
Susan R. Tackett
Certified Public Accountant
Verified Licensed
Location Waverly, Ohio 45690
Based in Waverly, Ohio, Susan R. Tackett provides tax planning and consulting services to individuals and small to medium-sized businesses. With over 10 years of experience in accounting and individual tax services, Ms. Tackett advises family-owned enterprises on financial management strategies and Small Business Accounting practices. As a certified public accountant, Ms. Tackett represents clients in front of the IRS and provides representation in case of audits or disputes.
BS
Billy S. Moore
Certified Public Accountant
Verified Licensed
Location Waverly, Ohio 45690
Located in Waverly, Ohio, Billy S. Moore is a certified public accountant with over 20 years of experience providing financial guidance to individuals and businesses. His expertise encompasses a range of accounting services, including bookkeeping and financial statement compilation, as well as tax compliance and business tax services tailored to family-owned enterprises and small to medium-sized businesses. Additionally, Moore offers expert representation in IRS matters, ensuring clients receive fair and accurate treatment during audits and other tax disputes.
Z
Zachary Holbert
Certified Public Accountant
Verified Licensed
Location Waverly, Ohio 45690
Zachary Holbert, a certified public accountant, has been serving the Waverly, Ohio community since 2007. With a focus on basic accounting services, business tax services, and financial planning, his expertise spans a variety of business structures, including S-corps, partnerships, and LLCs. His services include sales tax compliance and preparation of individual and business tax returns, providing entrepreneurs and startups with the guidance they need to achieve financial stability.

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.