Taxes

• Tax Planning
  My mission is to help coach you to a better quality of life. I am proud to part of an elite group of tax professionals specially trained to do one thing: REDUCE YOUR TAXES TO THE BONE. I am the only tax professional in NW Ohio who will guarantee significant tax savings or you pay nothing. Your investment with me could easily return 200-1000% per year or more. I specialize in tax reduction strategies for small businesses and real estate investors. I focus on proactive tax planning designed personally for you to stop wasting your money on taxes. The biggest deterrents in creating wealth are taxes, debt and family disasters. The good news is with proper coaching and planning, these problems/risks can be significantly reduced or eliminated. The "Tax-Free Tax Coach" program will design a personal plan for you to help tackle these problems.
• Lessen Taxes at Time of Death
• IRS Representation
• Tax Services
  These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
• Tax Deductions
  "Jim changed the entity structure and the Fringe Benefit Health plan that resulted in $50,527 in tax deductions and $20,211 tax savings over a three-year period."
• Income Tax
  Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Accounting

• Accounting Services
  Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
• Payroll Services
  Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
• Bookkeeping Services

Planning

• Financial Planning
  "It's by managing your finances that you write the story of your life. You are both the author and the story's principal character. Resolve to perform what you ought." -- Ben Franklin
• Retirement Planning
• Annuities
  And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
• Long Term Care
  Elder Care can consist of two main issues. One dealing along the lines of estate and long-term care planning, and the other dealing with day-to-day financial tasks. We can help with both. We will team with a qualified attorney who specializes in the complex issues regarding estate and long-term care, and our team can also help coach or assist you with the financial concerns in getting and keeping your loved one's affairs in order.
• College Funding
  My affiliated company, The College Planning Authority, uses tax, financial and academic strategies to create cash flow for college