Business Details
44 Years
experience
Trusted Tax and Accounting Services in Akron, OH
Since 1982, Capital Business Resources has provided comprehensive tax, accounting, and financial management solutions to individuals and small businesses in Akron and beyond. Our approach combines decades of industry experience with personalized service, ensuring clients receive tailored strategies for wealth accumulation and preservation. Our team of certified professionals delivers seamless financial reporting, strategic business consulting, and expert tax guidance, emphasizing proactive communication and transparency.We prioritize building long-term client relationships through integrity and responsiveness, maintaining a commitment to staying ahead of evolving financial regulations and technologies. With a focus on accuracy and client education, we empower businesses and individuals to navigate complex financial landscapes with confidence.
Services
Tax Preparation
Financial Statements
Business Consulting
Payroll Services
Estate Planning
IRS Representation
Retirement Planning
Notary Services
Business Valuation
Accounting Software Support
Details
- Year established: 1982
Highlights and features
- We have 40+ years of experience in tax and accounting services since 1982.
- Our team offers personalized financial strategies tailored to individual client needs.
- We provide comprehensive services spanning tax preparation, business consulting, and estate planning.
- Our staff maintains proactive communication and 24/7 client responsiveness.
- We specialize in business succession and retirement planning solutions.
Services
Tax Preparation
We prepare business and individual tax returns with emphasis on compliance and optimization. Our team stays current with tax code changes to maximize refunds and minimize liabilities. Clients benefit from strategic planning that integrates tax savings into long-term financial goals.
Business Consulting
Our consultants identify growth barriers and develop tailored solutions for business improvement. Services include cash flow analysis, entity selection, and operational efficiency assessments. We help clients make informed decisions aligned with their financial objectives and market conditions.
Estate Planning
We design comprehensive estate plans to ensure smooth asset transition and tax efficiency. Services include wills, trusts, and business succession frameworks. Our approach balances client wishes with legal requirements to protect family wealth across generations.
IRS Representation
Our professionals handle tax disputes and audits with federal and state agencies. We advocate for clients during examinations and negotiations, leveraging deep knowledge of tax code to resolve issues efficiently while minimizing financial exposure.
Payroll Services
We manage payroll processing, tax filings, and compliance reporting for businesses of all sizes. Our system ensures timely payments, accurate withholding calculations, and adherence to employment regulations, reducing administrative burdens for business owners.
People
Edward P. Holland
President
With decades of leadership experience, Edward oversees strategic operations while maintaining direct client relationships. He focuses on quality control and firm growth, ensuring adherence to high professional standards in all services delivered.
David N. Peloquin
Chief Executive Officer
David directs overall company strategy and client service excellence. His expertise spans tax planning and business consulting, with emphasis on developing tailored solutions that align with clients' long-term financial objectives.
Frank Fogg
CPA
As a certified public accountant, Frank specializes in complex tax matters and financial reporting. He provides expert guidance on compliance requirements while maintaining focus on practical, actionable financial advice for business owners.
Kate Kleski
Corporate Tax Manager
Kate oversees corporate tax operations and compliance reporting. With extensive experience in business taxation, she ensures accurate filings while advising clients on tax-efficient business practices and regulatory requirements.
Jocelyn Bidwell
QuickBooks Pro Advisor
Jocelyn specializes in accounting software implementation and financial system optimization. She helps businesses establish efficient bookkeeping processes and trains staff on technology solutions to improve financial management workflows.
Questions
What accounting services do you offer?
We provide financial statements, payroll processing, bookkeeping, and accounting system setup for businesses of all sizes.
Can you help with business succession planning?
Yes, we develop customized succession plans including buy-sell agreements, ownership transition strategies, and tax-efficient transfer methods.
Do you handle IRS audit representation?
Our team provides full audit support and representation before federal and state tax authorities for compliance matters.
How do you handle client communication?
We maintain responsive communication through direct phone access, scheduled meetings, and timely written correspondence for all client inquiries.
What tax planning services are available?
We offer year-round tax planning strategies for individuals and businesses, including retirement contributions, entity structure optimization, and tax credit identification.
