For Small Businesses

Small Business Services

What our Clients are saying

Rich has been doing my taxes for about the past 13 years now. Won’t go anywhere else. He is honest, trustworthy and the price is good. Thanks for the great service each and every year!

Lew P.

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Post-Stimulus Taxes for 2020

I mentioned last week the key provisions of the "American Rescue Plan," while it was just proposed legislation.Now that the House has passed it, there is more meat on those bones. I'll run it all down for you once it's been signed by the President, but the key...

How COV-19 Affected Annual RMD for Cleveland Retirees

With a third round of "stimmy" (as the kids say) hitting bank accounts for the past week, 90MM+ Americans (including some of us in Cleveland) are once again flush with cash. It remains to be seen what this will do for the economy, but combined with what seems to be a...

A 12-Point Financial Health Check For Cleveland Families And Individuals

We are now fully engaged in our tax "off season" here in Cleveland. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

A Guardian Plan For The Unexpected by Rich Rhodes

This is the week the real work begins. The IRS started electronically accepting returns on Monday (the 27th), and our offices have already been hopping.As I've mentioned before, it's a GREAT idea, this year of all years, to get a jump on your taxes. I won't rehash all...

Buying a House in Cleveland During this Housing Shortage

Buying a house in Cleveland right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts -- and while this is admittedly not within my direct "wheelhouse" ... I think it will help as we move through the spring...

The Behavior Profile of Our Cleveland Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Stimulus Payments, Retirement Account Updates and Tax Changes for Cleveland Taxpayers

Chances are good that you or someone you know and love has lost their job recently. You've also probably been touched in some personal way by the actual virus (whether through someone you know, or with whom you keep in touch).This crisis has a steadily-unfolding...

Truth and Fiction About the Trump Payroll Tax Cuts For Cleveland Taxpayers

Right now we're living through an age in which media trust has been thoroughly decimated. "Expert" authority itself is being questioned (in many cases, rightly), and misinformation is rampant.That's perhaps one of the reasons I've received so many visits to this...

Cleveland Folks With Student Loans, Or Who Take An RMD, You’ve Got To Read This

It feels to me that we're all in need of some good news.I have some great news for the young (ish) and the old (ish), but before I get there, I'd like to encourage EVERY person who is reading this:Keep your head in the game.Yes -- we can so easily get caught up in...

Rich Rhodes’ Insights on Good Debt Vs Bad Debt

Before I jump into outlining good debt vs bad debt for all those in Cleveland trying to tackle their personal debt, let’s touch on some news from everyone’s not-so-favorite government agency. Late last week (Friday news dump?), ye olde Internal Revenue Service...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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