Business Details
48 Years
experience
Trusted Accounting and Tax Services in Cleveland, OH
W.J. Gordon & Associates has served individuals and businesses for over 40 years, delivering expert accounting, tax, and financial advisory services. Our firm prioritizes personalized solutions, combining deep industry knowledge with a family-oriented approach to client relationships. We specialize in strategic tax planning, business accounting, and IRS representation, leveraging decades of experience to ensure compliance and financial success.Our team of certified professionals focuses on proactive problem-solving, tailored financial systems, and empowering clients through education. With a legacy rooted in Cleveland, Ohio, we continue to build trust through transparency, integrity, and a commitment to exceeding client expectations.
Services
Business Services
Accounting Services
Tax Preparation
Tax Planning
New Business Formation
Entity Selection
QuickBooks Installation
Bank Financing
IRS Representation
Financial Planning
Details
- Year established: 1978
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our team includes certified QuickBooks ProAdvisors with specialized software expertise.
- We provide IRS audit representation led by a former IRS Audit Division Manager.
- Our family-oriented approach ensures personalized, long-term client relationships.
- We prioritize proactive financial planning tailored to individual business needs.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Personal interest in driving success
Highest level of customer service
Prompt response time
Creative and business talent
Honest and professional manner
Services
Business Services
We assist with new business formation, entity selection, and accounting system implementation. Our services include federal and state filings, payroll setup, and QuickBooks integration. Clients benefit from tailored solutions that align with their business goals and regulatory requirements.
Tax Preparation
Our tax preparation services cover individual and business returns, ensuring compliance and identifying deductions. We specialize in resolving delinquent filings and IRS audit preparation. Clients receive accurate, timely returns with strategies to minimize tax liability.
Accounting Services
We offer outsourced accounting, financial statement preparation, and internal control development. Our team provides monthly reconciliations and controller support. Clients gain reliable financial insights to improve decision-making and operational efficiency.
IRS Representation
Our IRS representation includes audit defense, lien/levy resolution, and payment plan negotiation. Led by a former IRS manager, we mitigate audit risks and resolve tax disputes. Clients receive expert guidance to navigate complex tax issues.
Tax Planning
We develop proactive tax strategies to reduce liability and optimize financial plans. Services include retirement planning and coordination with financial advisors. Clients benefit from customized plans that align with long-term business and personal goals.
People
Sara M. Lotts
President and Chief Operating Officer
CPA with 15+ years in accounting, specializing in small business automation and financial education. Joined W.J. Gordon in 2007, focusing on proactive tax and accounting solutions for business growth.
Kristy L. Gordon
Vice President and Chief Financial Officer
Graduated from Penn State in 2003, with expertise in tax compliance and client relationship management. Leads tax operations and proactive financial strategies for small businesses in evolving regulatory environments.
Stacey L. Keyser
Senior Account Executive and Tax Associate
Former retail manager turned tax specialist, focusing on streamlined accounting solutions. Expertise in municipal tax matters and client-focused service delivery to meet individual business needs.
William J. Gordon, Jr.
Founder (Retired)
CPA and former IRS Audit Division Manager with 40+ years in tax advisory. Founded the firm in 1978, specializing in small business accounting and IRS dispute resolution until retiring in 2022.
Tina Gordon
Legal Secretary and Office Manager (Retired)
Served as office manager for 42 years, ensuring accuracy and timely delivery of services. Retired in 2022 after supporting the firm's operations and client communications with meticulous attention to detail.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, financial statements, QuickBooks support, and internal control development tailored to small business needs.
How can you help with IRS tax issues?
Our team offers audit representation, lien/levy resolution, and payment plan negotiation, led by a former IRS manager.
Do you assist with new business formation?
Yes, we guide entity selection, state/federal filings, and accounting system setup for new businesses.
What tax planning strategies do you specialize in?
We focus on minimizing tax liability through retirement planning, deductions optimization, and long-term financial strategies.
Are you available for urgent accounting needs?
We prioritize timely responses but do not offer 24/7 emergency services.
How do you ensure client confidentiality?
We maintain strict ethical standards and secure systems to protect all client financial and personal information.
