Business Details
22 Years
experience
Your Trusted Partner for Accounting Services in Chardon, OH
NMS Certified Public Accountants has served individuals and business owners in Ohio for 21 years, providing comprehensive financial and tax solutions. Our team of certified professionals specializes in accounting, income tax preparation, retirement planning, and FAFSA education financing while ensuring regulatory compliance. We combine deep local expertise with personalized advisory services to support long-term financial success.Our commitment extends beyond clients to community preservation, exemplified by restoring historic buildings in Chardon and Mentor. With flexible, customizable services, we prioritize client relationships and timely responsiveness, offering support through multiple Ohio locations.
Services
Retirement Planning
Tax Preparation
FAFSA Assistance
Business Accounting
Financial Statements
Payroll Processing
Tax Planning
Business Valuations
401(k) Audits
Death Benefit Planning
Details
- Year established: 2004
Highlights and features
- We provide 21 years of Ohio-focused accounting and tax expertise.
- Our certified professionals offer personalized retirement and education planning solutions.
- We combine regulatory compliance with proactive financial strategy development.
- Our community commitment includes historic building preservation projects.
- We offer customizable services for both individual and business clients.
Associations and certifications
- PCAOB Registered Firm
- QuickBooks ProAdvisor
Services
Retirement Planning
Our retirement planning services help Ohio residents create sustainable financial strategies for post-career life. We analyze current assets, projected expenses, and tax implications to develop personalized roadmaps. Clients benefit from our expertise in optimizing Social Security benefits and coordinating investment portfolios for long-term stability.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses across Ohio, ensuring compliance with federal and state regulations. Our certified professionals identify legitimate deductions while maintaining accurate records. Clients receive strategic advice to minimize liabilities and maximize refunds through year-round tax planning support.
FAFSA Assistance
Our FAFSA assistance program guides families through college financial aid applications with precision. We optimize financial positioning to improve aid eligibility while explaining loan options clearly. Clients receive ongoing support for education expense planning, including 529 plan recommendations and cost-benefit analyses for different institutions.
Business Accounting
We deliver end-to-end accounting solutions for Ohio businesses, including financial statements and payroll processing. Our services ensure accurate record-keeping and compliance with regulatory requirements. Clients gain access to financial insights that support strategic decision-making and operational growth through regular performance reporting and cash flow analysis.
401(k) Audits
Our PCAOB-registered firm conducts thorough 401(k) benefit plan audits for Ohio businesses. We verify compliance with ERISA regulations and identify operational improvements. Clients receive detailed reports with recommendations for enhancing plan efficiency while maintaining proper documentation for regulatory examinations.
Questions
What accounting services do you offer for businesses?
We provide financial statements, payroll processing, outsourced accounting, tax return preparation, and 401(k) benefit plan audits tailored to Ohio businesses.
How can you assist with personal tax planning?
Our certified CPAs offer customized tax planning strategies to ensure compliance while optimizing your financial position for long-term success.
Do you help with college education funding planning?
Yes, we provide FAFSA and education financing solutions to help families navigate college funding challenges effectively.
What retirement planning options are available?
We develop comprehensive retirement plans considering tax implications, investment strategies, and individual financial goals for Ohio residents.
Are you involved in local community initiatives?
We actively preserve local history through building restoration projects in Lake and Geauga counties, including former municipal buildings now serving as our offices.
