Business Details
21 Years
experience
Professional Accounting & Tax Services in Beavercreek, OH
At Sanderson Accounting, we are dedicated to delivering exceptional accounting and tax services rooted in professionalism, responsiveness, and quality. Established in 2005, our firm combines decades of collective experience with a client-centric approach, serving individuals and businesses in the Dayton area and beyond. Our team of certified professionals specializes in personalized financial planning, tax preparation, and business advisory services, ensuring clients receive tailored solutions that align with their unique goals. We prioritize staying ahead of evolving tax regulations and industry trends, leveraging advanced technologies to streamline processes and enhance accuracy. Our commitment to transparency and education empowers clients to make informed financial decisions, fostering long-term trust and loyalty.As active members of the American Institute of Certified Public Accountants and the Ohio Society of CPAs, we uphold the highest standards of excellence. Whether you're an individual seeking retirement planning guidance or a business owner navigating complex tax challenges, our team is here to provide expert support and strategic insights. We pride ourselves on building lasting relationships through consistent communication, meticulous attention to detail, and a proactive approach to financial management. Our mission is to simplify accounting complexities, allowing clients to focus on their priorities while achieving optimal financial outcomes. This dedication to service excellence has earned us a reputation as a trusted partner in financial success.
Services
Tax Preparation
Financial Planning
Bookkeeping
Retirement Planning
Business Advisory
Wealth Management
Payroll Services
QuickBooks Support
Estate Tax Planning
IRS Representation
Details
- Year established: 2005
Highlights and features
- We offer CPA-certified expertise with over 15 years of local experience.
- Our personalized service adapts to evolving client financial needs.
- We integrate tax planning with comprehensive financial strategies.
- Our team maintains active memberships in leading accounting associations.
- We prioritize transparent communication and client education.
Services
Tax Preparation
Our tax preparation services combine technical expertise with personalized attention to maximize deductions while ensuring compliance. We handle individual, business, and specialized tax returns for estates and trusts. Our team stays current with evolving tax codes to provide accurate, timely filings for clients with complex financial situations.
Financial Planning
We create customized financial roadmaps addressing retirement goals, investment strategies, and estate planning needs. Our approach integrates tax-efficient solutions with risk management to build long-term wealth. We help clients understand Social Security optimization and required minimum distribution planning.
Business Advisory
Our advisory services focus on improving business cash flow, strategic tax planning, and operational efficiency. We offer part-time CFO support, budget forecasting, and entity structure recommendations. Our expertise spans multiple industries including healthcare, law, and manufacturing.
QuickBooks Support
We provide QuickBooks setup, system optimization, and training for small to mid-sized businesses. Our team troubleshoots accounting processes and offers software customization to improve financial tracking. We also provide ongoing technical support for day-to-day operations.
IRS Representation
Our professionals handle IRS audits, back tax issues, and payment plan negotiations. We specialize in resolving payroll tax problems and innocent spouse relief cases. Our approach focuses on minimizing penalties while creating sustainable payment solutions for clients.
People
Ellen Sanderson
Founder & CPA
Ellen Sanderson, CPA, founded the firm in 2005 after 14 years in corporate accounting roles. She holds an MBA from Wright State University and specializes in tax strategy and business financial planning.
William Sanderson
CPA
William Sanderson joined the firm in 2017 after transitioning from journalism. He specializes in individual tax planning and earned his CPA certification through dedicated study while working full-time.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, and CFO advisory services tailored to small business needs.
Do you handle both individual and business tax preparation?
Yes, we specialize in individual tax returns, business tax filings, and complex tax planning strategies for all entity types.
Can you assist with QuickBooks setup and training?
Our QuickBooks Pro Advisors offer software setup, customization, and personalized training for business owners.
What financial planning services are available for individuals?
We offer retirement planning, wealth management, estate tax strategies, and personalized investment analysis.
Are you available for year-round financial consultation?
Our team provides ongoing advisory services, including tax planning and financial strategy sessions throughout the year.
