Services ledger

Work that brings the numbers into focus.

Choose the situation that sounds most like yours. Every engagement begins with understanding what is happening—not forcing you into a package.

01

Individual & Business Tax Preparation

Accurate, stress-free tax filing that actually saves you money.

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What is included

  • Personal and business tax returns (1040, 1120, 1120S, 1065)
  • Farm and self-employment returns with Schedule F expertise
  • Maximizing deductions specific to rural Ohio
  • Electronic filing + direct deposit setup
  • IRS and state correspondence handling
  • Prior year amendments and audits support

Who it helps

Farmers, small business owners, retirees, families, and anyone who wants to stop overpaying.

Why it matters here

We know Monroe County property taxes, equipment depreciation, and the specific deductions that matter to people who actually live and work here.

How it works

We review your documents, ask the right questions, prepare everything, and walk you through it.

02

Payroll & HR Services

Reliable payroll so you can focus on running your business.

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What is included

  • Weekly, bi-weekly, or monthly payroll processing
  • Federal and state tax deposits and filings
  • W-2s, 1099s, and year-end reporting
  • Employee onboarding and I-9 compliance
  • Direct deposit and garnishment handling
  • Quarterly and annual payroll tax returns

Who it helps

Small businesses, farms with employees, churches, and nonprofits.

Why it matters here

We handle the complexity so you don’t get hit with penalties. Many local businesses have trusted us with payroll for decades.

How it works

Send us hours or we pull from your system. We pay employees, file taxes, and send you clean reports.

03

Bookkeeping & Accounting

Clean, accurate books you can actually understand.

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What is included

  • Monthly, quarterly, or annual bookkeeping
  • Bank and credit card reconciliations
  • Financial statements (P&L, Balance Sheet)
  • QuickBooks Online or Desktop setup and training
  • Sales tax filings
  • Year-end cleanup and accountant-ready packages

Who it helps

Business owners who hate bookkeeping or don’t have time for it.

Why it matters here

We speak the language of small town businesses — from feed stores to machine shops to family farms.

How it works

You send us your records (or we help organize them). We keep everything current and ready for tax time.

04

Tax Planning & Consulting

Proactive strategies so you’re not surprised every April.

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What is included

  • Year-round tax planning meetings
  • Entity structure review (LLC, S-Corp, etc.)
  • Retirement and succession planning
  • Major purchase and equipment timing advice
  • Estimated tax calculations and cash flow planning
  • Second opinions on big financial decisions

Who it helps

Anyone who wants to keep more of what they earn and plan ahead.

Why it matters here

We’ve seen almost every situation in this county. That experience shows up in better planning.

How it works

We sit down (or call), look at your full picture, and give you clear options with real numbers.