We view our relationship with each client as a unique, long-term partnership. We build a high level of trust with each of our clients through proven, sound financial support and consistent accessibility. We take pride in the fact that the overwhelming majority of our new relationships have been referred to us by current, satisfied clients.
We specialize in personal and small business financial management. We have partnerships with clients in a wide range of business specialties, including medical practitioners, retail, food service, construction, personal care, manufacturing, and others. We also provide tax preparation and financial services to individuals.
"You personify client service and care. We know you are current, ethical and thorough in reporting our tax return."
Monica started her firm in 1996. Monica is a licensed CPA in the state of Ohio. She can prepare tax returns for all states except California. Monica has expertise in payroll preparation, payroll taxes, and employment practices. She is also experienced in bookkeeping and bill paying, as well as individual and corporate tax preparation. Monica is a member of the Ohio Society of CPAs (OSCPA); the American Institute of Certified Public Accountants (AICPA); a registered preparer and e-filer with the IRS; and a Certified Quickbooks Advisor. She is married and enjoys golf and traveling with her family.
Sunshine joined the firm in 2021. She has a MBA from Wright State University. She is experienced in payroll preparation, bookkeeping and individual income tax preparation. Sunshine enjoys spending time with her family, hiking, painting and gaming.
John joined the firm in 2022. A 2020 Butler University graduate majoring in Finance and MIS, John has experience in individual tax preparation and bookkeeping. John enjoys golfing, watching the Buckeyes, and spending time with family and friends.
Joe joined the firm in 2023 after retiring from Georgia Pacific after a 32 year career in sales and management. Joe has experience in individual tax preparation. He enjoys golfing, the Buckeyes and spending time with family.