Business Details
38 Years
experience
Trusted CPA Services in Toledo, OH
At Toledo CPAs, our story is rooted in family, community, and a passion for empowering people to feel confident in their finances. For over 35 years, we have served individuals, families, and businesses throughout the Toledo area, offering personalized attention and professional expertise typical of a local CPA firm. Founded by Tom Baird, CPA, our practice is built on professionalism, integrity, and a genuine commitment to client success. Toms career has focused on listening to clients, understanding their goals, and providing reliable financial guidance. We pride ourselves on lasting relationships, with many clients relying on us for decades and recommending us to their networks.Carrying forward this legacy is Nathan Baird, CPA, who blends innovation with his fathers values to expand our services into financial planning. Our team combines technical skill with a personal touch, ensuring clients are known by name and supported with prompt, expert service. We actively engage in local schools, churches, and community events, reflecting our deep ties to Northwest Ohio. Our approach emphasizes being not just accountants but trusted advisors, prioritizing relationships, transparency, and service that puts people first. Whether handling personal taxes, business payroll, or long-term financial planning, our team delivers with honesty, expertise, and care.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
IRS Problem Resolution
Wealth Management
Business Accounting
Estate Planning
Bookkeeping
Tax Planning
Financial Consulting
Details
- Year established: 1988
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team provides personalized, client-focused financial guidance.
- We combine local community knowledge with professional expertise.
- Our services include IRS problem resolution and QuickBooks support.
- We prioritize transparency, ethical practices, and no hidden fees.
What people say
Knowledgeable, friendly, helpful
Stress-free financial management
Expert tax guidance
Reliable QuickBooks support
Trusted advisors
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in minimizing liabilities through strategic deductions and credits while maintaining compliance with federal and state regulations. Clients benefit from personalized guidance to navigate complex tax scenarios, including back taxes and business-specific filings.
QuickBooks Setup
We provide expert QuickBooks setup and training tailored to your business needs. Our team ensures seamless software configuration, data migration, and staff training to optimize financial management. Clients receive ongoing support to maximize efficiency and accuracy in their accounting processes.
IRS Problem Resolution
We specialize in resolving IRS issues including audits, liens, and back taxes. Our approach combines negotiation expertise with compliance strategies to reduce penalties and establish manageable payment plans. Clients gain peace of mind through discreet, efficient resolution of complex tax disputes.
Wealth Management
Our wealth management services create customized strategies for retirement, estate planning, and asset protection. We focus on risk management and tax-efficient growth to secure long-term financial goals. Clients receive comprehensive guidance to preserve and transfer wealth effectively.
Business Accounting
We offer full-cycle accounting services including bank reconciliation, financial reporting, and internal controls. Our solutions improve cash flow management and decision-making through accurate, real-time financial insights. Businesses benefit from streamlined operations and compliance-ready records.
People
Tom Baird
Founder, CPA
With over 35 years of public accounting experience, Tom founded Toledo CPAs on principles of integrity and client-focused service. He specializes in tax strategy and business advisory, building lasting relationships with clients across Northwest Ohio.
Nathaniel Baird
CPA
Nathaniel continues his father's legacy, focusing on tax planning and financial innovation. A University of Cincinnati graduate, he passed his CPA exams in 2021 and leads efforts to expand financial planning services while maintaining core values.
Kevin Spencer
Accountant
With seven years at Toledo CPAs, Kevin specializes in tax preparation, payroll, and bookkeeping. He supports diverse clients with accuracy and reliability, ensuring compliance and financial clarity for individuals and businesses.
Jeanne Baker
Accountant
Jeanne brings nearly four decades of finance experience to her role, excelling in bookkeeping and tax services. Her deep expertise and client-first approach make her a trusted advisor for Toledo-area businesses.
Lina Horn
Office Manager
As office manager and notary, Lina ensures smooth operations while assisting with payroll and tax services. Her organizational skills and friendly demeanor make her an essential part of the team.
Questions
What tax planning strategies do you offer?
We utilize strategies like entity selection, retirement deductions, and family hiring to minimize liabilities. Our expertise includes the Augusta Rule and other advanced tax-saving techniques.
Do you support QuickBooks users?
Yes, we offer setup, training, and troubleshooting for QuickBooks. We also provide time-saving tips and software tune-ups to optimize your accounting processes.
How do you handle IRS tax debt?
We negotiate payment plans, offers in compromise, and innocent spouse relief. Our goal is to resolve back taxes while minimizing penalties and financial stress.
What wealth management services are available?
We create customized plans for retirement, estate preservation, and asset protection. Services include risk management strategies and tax-efficient investment guidance.
Are consultations free?
We offer free initial telephone consultations and 10-15 minute tax strategy calls to discuss your specific needs and potential savings opportunities.
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