Business Details
2 Years
experience
Trusted Accounting & Tax Services in Ohio
Delguyd, Walter & Associates is a premier accounting firm dedicated to delivering high-end Accounting & Attest Services, Tax Preparation & Planning Services, and Management Advisory Services. Our firm was formed through the strategic merger of Weiskind, Walter & Associates; Rossi, Schlotter & Co.; and Heiser & Co., combining nearly 200 years of collective experience to create lasting business partnerships. We specialize in addressing the unique challenges faced by industries such as construction, healthcare, manufacturing, and real estate, offering tailored solutions to support growth and compliance. Our team of certified professionals, including CPAs and PFS designees, provides expertise in audits, tax planning, cash flow management, and strategic advisory services. We prioritize client collaboration, ensuring transparency and proactive communication to help businesses navigate financial complexities.With offices in Mayfield Heights and Solon, Ohio, we serve clients across diverse sectors, leveraging decades of industry-specific knowledge. Our commitment to excellence is reflected in our personalized approach, from payroll advisory services to business succession planning. We stay ahead of evolving regulations to deliver accurate, timely solutions that align with our clients' immediate and long-term goals. Our client testimonials highlight trust in our ability to manage accounting needs, from quarterly check-ins to specialized tax services. By integrating advanced software and consultative strategies, we empower businesses to focus on their core operations while we handle financial intricacies.
Services
Accounting & Attest
Tax Preparation
Management Advisory
Payroll Advisory
Business Succession Planning
Details
- Year established: 2024
Highlights and features
- We combine nearly 200 years of collective accounting experience across diverse industries.
- Our team includes CPAs and PFS specialists with expertise in niche sectors like healthcare and manufacturing.
- We offer year-round consultative services for cash flow management and strategic planning.
- Our merger of three established firms ensures comprehensive resources and localized insights.
- Client testimonials highlight peace of mind through proactive tax planning and quarterly check-ins.
What people say
Peace of mind
Great team
Proactive check-ins
Industry expertise
Reliable accounting
Services
Accounting & Attest
Our Accounting & Attest Services provide timely, accurate financial solutions tailored to business needs. We specialize in audits, reviews, and compilations, ensuring compliance and clarity for industries like construction and healthcare. With expertise in monthly reporting and part-time CFO services, we help clients maintain robust financial oversight while focusing on growth.
Tax Preparation
We offer comprehensive Tax Preparation & Planning Services for individuals and businesses. Our team navigates complex federal, state, and local tax requirements, including specialty credits and multi-state planning. By addressing both simple and intricate tax scenarios, we minimize liabilities and ensure adherence to evolving regulations, particularly for manufacturing and real estate sectors.
Management Advisory
Our Management Advisory Services deliver customized strategies for business growth and stability. We assist with cash flow management, mergers and acquisitions, and software selection, emphasizing long-term planning. This service supports clients in industries like healthcare and professional services, ensuring informed decisions aligned with their financial objectives.
Payroll Advisory
We provide specialized Payroll Advisory Services to streamline compensation processes and ensure regulatory compliance. Our solutions cover payroll tax filings, wage reporting, and benefit administration, reducing administrative burdens. This service is particularly tailored for small to mid-sized businesses seeking accuracy and efficiency in payroll management.
Business Succession
Our Business Succession Planning service ensures smooth leadership transitions and organizational continuity. We develop strategies for ownership transfer, tax-efficient structures, and legacy preservation. This service caters to family-owned businesses and professionals in sectors like legal and engineering, safeguarding long-term viability through meticulous planning.
People
Michael L. Bauman
Partner
CPA and PFS specialist with decades of experience in financial planning and advisory services. Focuses on strategic growth solutions for businesses.
Nicholas A. Delguyd
Partner
CPA with expertise in tax compliance and management advisory services. Leads client relationships in manufacturing and healthcare sectors.
Brian E. Schlotter
Partner
CPA specializing in audits and accounting solutions for construction and real estate firms. Over 20 years of industry-specific experience.
David R. Walter
Partner
CPA and MBA holder with a focus on business succession planning and strategic advisory. Guides clients through complex financial transitions.
Anita Meyer
Associate
Accounting professional with 20+ years of experience in payroll compliance and tax preparation. Serves clients in diverse industries with tailored solutions.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and monthly reporting services tailored to industries like construction, healthcare, and manufacturing.
Do you specialize in specific industries?
Yes, we focus on construction, healthcare, manufacturing, real estate, and professional service firms, addressing their unique financial challenges.
How can tax planning benefit my business?
Our tax planning identifies credits, deductions, and strategies to minimize liabilities while ensuring compliance with evolving federal and state regulations.
What is your approach to advisory services?
We offer customized solutions for cash flow management, mergers, and strategic planning, leveraging decades of experience to support business growth.
How do I schedule a consultation?
Visit our website to book a free consultation or contact our Mayfield Heights office directly at (440) 449-8755.
