Services
We are in the office year round to provide income tax preparation services to our clients.
We prepare federal, state, and local income tax returns.
We have worked with many small business owners over the years. Our clients would rather spend their time doing what they do best and leave the tax returns to us. We prepare federal, state, and local income tax returns for C corporations, S corporations, partnerships, LLCs, and sole proprietors.
If you haven’t filed your personal income tax returns and/or business tax returns for several years we can assist you in catching up your tax filings with IRS. We can help get your prior years returns filed and negotiate an installment agreement with IRS for you if necessary.
Current and/or Prior Years Small Business and Individual Tax Returns
One-on-One QuickBooks Desktop Training
If you started a business and need someone to teach your bookkeeper how to keep proper business records in QuickBooks Desktop, you’ve reached the right people. We offer one-on-one QuickBooks Desktop training in person or over zoom using screen share to meet the needs of our clients. Some clients come to us with years of bookkeeping experience, and some have no prior bookkeeping experience at all. Our services do not include QuickBooks Online support.
Bookkeeping Services
If you don’t want to hire a full-time bookkeeper but need someone to handle that task for tax return preparation, you’ve come to the right place. Some of our clients don’t have staff to perform bookkeeping services and other clients simply don’t wish to keep the books themselves. We offer monthly, quarterly and annual bookkeeping services to meet each client's needs.
Geri Bowman, CPA, EA, USTCP, graduated from the University of Akron with a Bachelor of Science degree in Accounting in 1994 and became a licensed Certified Public Accountant in 1996. She has been providing individual and small business income tax and consulting services since then.
Geri has been an active member of NAEA (National Association of Enrolled Agents) since she became an enrolled agent in 2012. She received the NAEA President's Award in 2015 and the NAEA Excellence in Education Award in 2016.
Only attorneys and Circular 230 professionals who pass the rigorous tax court exam are permitted to represent taxpayers in tax court. Geri passed the tax court exam in 2012 and is one of few authorized to represent taxpayers as a nonattorney before the US Tax Court.