Business Details
40 Years
experience
Your Trusted Accounting Partner in Columbus, OH
Established in 1986, McCurdy & Associates has been delivering personalized financial guidance to individuals and businesses across central Ohio. Our expertise spans tax management, accounting services, audits, financial planning, and advisory solutions tailored to meet diverse client needs. With decades of combined experience, our team prioritizes close analysis, attention to detail, and adherence to high standards, ensuring clients receive reliable advice for maintaining financial viability and achieving long-term goals.We pride ourselves on fostering trust through open communication, sound analysis, and a commitment to staying current with evolving tax laws and industry best practices. Our dedication to excellence has earned us a respected reputation within the local business community, making us a trusted partner for clients seeking competent and timely financial counsel.
Services
Tax Management
Accounting Services
Assurance and Advisory
Audits
Estate Planning
Financial Planning
Bookkeeping
IRS Representation
Payroll Services
Business Valuation
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team provides personalized financial guidance tailored to client needs.
- We serve individuals and businesses in Columbus and beyond with local expertise.
- Our services include tax planning, audits, and financial consulting for all stages.
- We prioritize client satisfaction with timely, accurate, and ethical advice.
What people say
Proactive financial guidance
Personalized tax strategies
Experienced team
Trusted local expertise
Timely advice
Services
Tax Management Services
Our Tax Management Services help clients minimize liabilities and optimize cash flow through strategic planning and compliance with evolving tax laws. We analyze receipts, bills, and notices to identify opportunities for savings while ensuring accurate reporting. Clients benefit from tailored strategies that align with their financial goals, whether for individuals or businesses navigating complex tax regulations.
Accounting Services
We provide comprehensive accounting services, including bookkeeping, financial statement preparation, and payroll processing, to support business profitability. Our team assists with system setup, cost-containment, and tax planning, ensuring accurate records and actionable insights. These services enable businesses to maintain transparency, comply with regulations, and make informed financial decisions for sustained growth.
Audits, Reviews, and Compilation
Our audit, review, and compilation services offer varying levels of assurance to meet business needs. Audits provide in-depth verification for third-party confidence, while reviews ensure data integrity through analytical procedures. Compilations assist with internal reporting by organizing management-provided information. These services enhance credibility and support informed decision-making for stakeholders and regulatory compliance.
Estate and Trust Planning
We specialize in estate and trust planning to ensure smooth asset transfer while minimizing tax burdens. Our strategies address succession planning, beneficiary designations, and compliance with shifting tax laws. By creating tailored plans, we help individuals secure their legacy and provide clarity for loved ones, avoiding complications during times of loss through meticulous preparation and tax-efficient solutions.
Business Valuation
Our business valuation services analyze factors driving company worth for transactions, estate planning, or mergers. We assess financial health, market trends, and operational strengths to determine fair value. This service supports informed decision-making for sales, acquisitions, or strategic growth, providing clients with data-driven insights to maximize their business's market position and negotiation leverage.
People
Bob McCurdy
CPA, President
Bob McCurdy, founder of McCurdy & Associates, brings over 35 years of expertise in accounting, auditing, and business consulting. A graduate of Ohio Dominican University and Bowling Green University, he specializes in strategic financial guidance for small and mid-sized businesses. Bob is active in community service through Rotary and St. Brigid's Parish.
Chris McCurdy
CPA, Partner
Chris McCurdy, a CPA and partner, joined McCurdy & Associates in 2012 after six years at Deloitte. He holds degrees from Indiana University and Ohio State University, focusing on individual and corporate tax services. Chris mentors youth sports teams and contributes his audit expertise to client success.
Thomas Hoffman
CPA, Manager
Thomas Hoffman, known as 'TaxMaster,' has led audits and tax strategies since joining the firm in 2006. He earned his Bachelor's and MBA from Ohio Dominican University and specializes in resolving complex tax challenges while mentoring junior staff in accounting best practices.
Brandon Breese
Staff Accountant
Brandon Breese, a Staff Accountant since 2009, excels in tax returns, audits, and compilations. A graduate of Ohio Dominican University, he combines technical precision with a client-focused approach, supporting both individual and corporate clients in achieving financial clarity.
Omar Jalloh
Staff Accountant
Omar Jalloh, the 'Turbo-Tax Titan,' specializes in income tax and attestation services. A 2021 hire, he brings track-and-field discipline to financial challenges, pursuing a master's in taxation while delivering efficient solutions for individual and business clients.
Questions
What services does McCurdy & Associates offer?
We provide tax planning, accounting, audits, financial consulting, estate planning, payroll services, and business valuation tailored to individual and business needs.
How can McCurdy & Associates help with tax planning?
Our team optimizes tax strategies to minimize liabilities, maximize cash flow, and ensure compliance with current tax laws for individuals and businesses.
Do you serve businesses outside Columbus?
While based in Columbus, we serve clients throughout central Ohio and beyond with personalized financial solutions.
What sets McCurdy & Associates apart from other firms?
Our 35+ years of experience, local expertise, and commitment to personalized service ensure clients receive accurate, ethical, and timely financial guidance.
