Services
CPA Firm Services Overview
At Swartzentruber & Company, we specialize in providing high-quality accounting and tax services tailored to the unique needs of small and medium-sized businesses. Our goal is to deliver exceptional value by offering expert guidance and comprehensive solutions that help our clients achieve their financial goals.
Accounting Services
- Bank Reconciliation: Ensuring your bank statements align with your accounting records.
- General Ledger Reconciliation: Keeping your financial data accurate and up to date.
- Credit Card Reconciliation: Matching credit card transactions to statements.
Tax Services
- Tax Returns: Preparation and filing for individuals and businesses, including federal, Ohio, and local taxes.
- Tax Planning: We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden.
- IRS and State Notices/Audits: Assisting with responses and resolutions.
- Sales Tax Filings: Accurate and timely preparation and submission.
Business Advisory Services
- QBO Setup and Consulting: Setting up and optimizing QuickBooks Online for your business.
- Accounting and Bookkeeping: Comprehensive bookkeeping services to maintain financial records.
- Financial Statement Preparation: Preparation or compiled financial statements on a cash or tax basis.
- New Business Formation: Advising on the advantages and disadvantages of the different types of entities.
- Business Transitions: Guidance on buying or selling a business.
- Cash Flow and Budgeting Analysis: Evaluating and improving your financial performance.
- Business Coaching and Analysis: Offering insights and strategies to grow your business.
Payroll Support
- Third-Party Payroll Systems: Advising on and assisting with setup for payroll services through trusted third-party providers.
