Business Details
40 Years
experience
Trusted Accounting & Tax Solutions in Cleveland Heights
Since 1986, Schriefer, Brian E CPA has delivered personalized financial guidance to individuals and businesses nationwide. Our expertise spans tax management, accounting, financial statements, and strategic planning. Committed to professionalism, responsiveness, and quality, we provide tailored solutions to ensure clients maintain financial viability while achieving long-term goals. With decades of experience, our seasoned team combines technical knowledge and compliance expertise to serve diverse industries, earning a reputation for excellence through transparent communication and client-focused service. Services
Retirement Planning
Cash Flow Management
Small Business Accounting
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Business Formation
Tax Planning
Cash Flow Statements
Financial Forecasting
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of professional accounting experience.
- Personalized financial strategies for individuals and businesses.
- Comprehensive tax planning and compliance services.
- Specialized expertise in QuickBooks accounting solutions.
- Dedicated to transparency and client-focused service.
Associations and certifications
- CPA
Services
Tax Preparation
We provide accurate individual and business tax preparation, ensuring compliance with federal and state regulations. Our team maximizes deductions and credits while minimizing liability. Clients receive strategic guidance for year-round tax efficiency through personalized planning sessions.
Cash Flow Management
Specialized cash flow analysis helps businesses maintain positive liquidity. We develop projections, optimize billing policies, and create actionable strategies to improve profitability. Our solutions prevent cash crises through proactive monitoring and financial forecasting tailored to business cycles.
IRS Audit Representation
Professional representation during IRS audits protects client interests through expert communication and documentation. We handle correspondence, minimize liability risks, and advocate for favorable outcomes. Services include audit appeal support and compliance resolution strategies for complex tax situations.
QuickBooks Solutions
We offer QuickBooks setup, training, and optimization for small businesses. Services include system customization, data migration, and workflow automation to improve financial efficiency. Our team ensures accurate implementation aligned with specific business requirements and reporting needs.
New Business Formation
Guidance for launching new businesses includes entity selection, tax registration, and financial system implementation. We develop cash flow budgets, compliance strategies, and operational frameworks to establish strong financial foundations for long-term business success.
People
Brian E. Schriefer
CPA
Certified Public Accountant with over 35 years of experience providing tax and financial services. Specializes in individual and business accounting solutions, retirement planning, and IRS audit representation for clients across multiple industries.
Questions
What accounting services do you offer for small businesses?
We provide cash flow management, financial statements, payroll processing, and tax compliance services specifically tailored to small business needs.
Can you help with IRS audit representation?
Yes, our firm offers professional IRS audit support including correspondence handling, liability minimization strategies, and audit appeal assistance.
Do you specialize in any particular industries?
We work with construction firms, dental practices, law offices, and real estate professionals, offering industry-specific financial solutions.
What QuickBooks services are available?
Our QuickBooks experts provide software setup, training, system optimization, and troubleshooting for small to mid-sized businesses.
How can you assist with retirement planning?
We evaluate financial situations, create budgets, analyze Social Security benefits, and develop customized retirement strategies to meet long-term goals.
What areas do you serve?
Based in Cleveland Heights, OH, we serve local businesses and individuals across the surrounding Northeast Ohio region.
