Business Details
41 Years
experience
Trusted Accounting and Tax Services in Dublin, OH
Switzer & Roy has been a trusted partner in the Dublin community for decades, dedicated to helping clients achieve financial success through personalized service and expert guidance. Our team of certified professionals brings extensive experience in accounting, tax planning, and business consulting, serving individuals, executives, and small businesses with precision and integrity. We prioritize long-term relationships built on trust, offering innovative solutions tailored to each client's unique needs. From personal financial planning to complex business advisory services, our focus remains on delivering results-oriented strategies that optimize efficiency and profitability. With a commitment to continuous learning and process improvement, we ensure our clients stay ahead in an ever-evolving financial landscape.Our services span tax preparation, estate planning, QuickBooks support, and forensic accounting, all designed to safeguard assets and maximize growth potential. As licensed CPAs, we adhere to the highest standards of professionalism, providing peace of mind through transparent communication and meticulous attention to detail. Whether assisting with retirement planning or resolving IRS tax issues, our goal is to simplify financial complexities while empowering clients to make informed decisions. This dedication to excellence has solidified our reputation as a reliable, client-centric firm in central Ohio.
Services
Tax Preparation
Personal Financial Planning
Business Accounting
Estate Planning
QuickBooks Services
Details
- Year established: 1985
Highlights and features
- We offer 40+ years of combined CPA experience in tax and accounting services.
- Our team provides personalized QuickBooks setup and training tailored to business needs.
- Specialized expertise in resolving IRS tax problems and audit representation.
- Comprehensive estate planning services to protect family assets and minimize probate costs.
- Proven track record in small business accounting and strategic financial consulting.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns while maximizing deductions. We specialize in resolving complex tax issues, including IRS audits and back taxes owed. Clients receive personalized guidance to minimize liabilities and optimize financial strategies through year-round tax planning support.
Personal Financial Planning
This service creates customized financial roadmaps for retirement, education funding, and estate preservation. We analyze assets, risk tolerance, and long-term goals to develop strategies that enhance wealth growth and protection. Our approach combines investment optimization with insurance reviews to ensure comprehensive financial security tailored to each client's life stage and objectives.
Business Accounting
We provide complete accounting solutions for small businesses including bank reconciliations, income statements, and balance sheet preparation. Our service maintains accurate financial records while offering cash flow analysis and management reporting. Monthly consultations help business owners understand financial performance and make data-driven operational decisions to improve profitability and sustainability.
Estate Planning
Our estate planning service protects assets through wills, trusts, and probate avoidance strategies. We coordinate tax-efficient wealth transfer plans while addressing healthcare directives and guardianship arrangements. The service includes minimizing estate taxes, creating living trusts, and establishing succession plans that align with family dynamics and long-term financial objectives for multi-generational wealth preservation.
QuickBooks Services
We offer QuickBooks setup, training, and ongoing support to streamline business financial management. Our implementation includes chart of accounts configuration, data migration, and customized reporting systems. Clients receive hands-on training to maximize software capabilities while ensuring accurate financial tracking and compliance with tax regulations through properly maintained digital accounting systems.
People
Jeffrey K. Jones
Managing Partner, CPA
With 40+ years of public accounting experience, Jeff specializes in tax and investment services for diverse businesses. He holds an MBA from the University of Dayton and serves as a Registered Principal with Lion Street Financial.
Benjamin Simmons
Partner, CPA
Ben brings 25+ years of expertise in bookkeeping and tax consulting for businesses of all sizes. A Florida and Ohio licensed CPA, he focuses on process improvement and holds a degree from Florida State University.
William Cochran
Audit Partner, CPA
Bill specializes in audits for for-profit, non-profit, and municipal organizations with 30+ years of experience across public and private sectors. He previously served as a volunteer firefighter and board member for community organizations.
Judy Billing
Senior Accountant, CPA
Judy offers 30+ years of tax advisory experience, previously working with American Express Tax Services. She holds an accounting degree from Franklin University and specializes in complex tax situations for individuals and businesses.
Valerie Sauer
Accounting Professional
Valerie contributes 25+ years of public accounting experience with expertise in financial reporting. A Miami University graduate, she focuses on client accounting support while maintaining strong community involvement through local sports and cultural activities.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, bank reconciliations, income statements, balance sheets, and financial consultations to help small businesses manage cash flow and maintain accurate records.
How can you assist with IRS tax problems?
Our team handles IRS audits, back taxes owed, payroll tax issues, and payment plans. We offer representation and resolution strategies to minimize penalties and resolve compliance matters.
Do you provide QuickBooks setup and training?
Yes, we offer QuickBooks implementation including chart of accounts setup, data migration, and customized training to help businesses effectively use the software for financial management.
What estate planning services are available?
We create wills, trusts, and probate avoidance plans while addressing tax implications and healthcare directives to ensure your assets are protected and distributed according to your wishes.
How do you approach personal financial planning?
We develop customized plans for retirement, education funding, and wealth preservation by analyzing your financial situation and creating strategies to achieve long-term security goals.
