If you are looking for an accountant with a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Our services encompass nearly every aspect of financial life.
We are experienced in all matters of accounting and taxation, including: Payroll Services, Tax Preparation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. Our firm's reputation for providing quality service reflects the high standards we demand of ourselves.
We are experienced in all matters of accounting and taxation, including: Payroll Services, Tax Preparation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. Our firm's reputation for providing quality service reflects the high standards we demand of ourselves.
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About
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ToledoCPAs.com provides outstanding accounting service to our clients because of our dedication to three underlying principles: Professionalism, Responsiveness and Quality. We are one of the leading CPA firms in the Toledo, OH area and one of the most innovative in the region. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
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This was my first year using Toledo CPAs and they were incredible! Staff was delightful and they made the process so easy for me. I got a better then expected return and they set me up with tax estimates for the year to come. Needless to say I will be going back to them every year!. The amount of stress Tom, Nathan, and the staff has taken off of me has been a blessing.
Wealth Management
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Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Estate Planning
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Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
Money Management Service for Seniors
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As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself if you have the time and live close.
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