Oatney & Associates

Welcome to Oatney & Associates, CPAs, Inc., a full-service accounting firm based in Lancaster, Ohio. We are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our team of experienced tax professionals is committed to upholding the highest standards and ensuring that every client receives the close analysis and attention they deserve. This commitment is why our client base returns year after year.

Our Firm Overview

At Oatney & Associates, CPAs, Inc., we believe in building long-lasting relationships with our clients, as we understand that financial and business matters can be complex and often require ongoing support. We believe in providing our clients with a team of experts who can help them navigate the intricacies of their financial landscape, ensuring that they make informed decisions for their future. Our firm has served the Lancaster, Ohio area for many years, and we take great pride in our reputation for delivering high-quality services and guidance.

Our Team

Our team is our greatest asset, and we are proud to have a group of seasoned tax professionals who are dedicated to helping our clients achieve their financial goals. Our team includes:

• Timothy E. Oatney, CPA, MT: As the founder and managing partner of Oatney & Associates, CPAs, Inc., Tim has extensive experience in tax planning, compliance, and accounting services for businesses and individuals.
• Vicky L. Collins, Senior Staff Accountant: Vicky has over 30 years of experience in the accounting industry and specializes in individual taxation, small business accounting, and payroll services.
• Dakota Toth, CPA: Dakota has experience in tax planning, compliance, and accounting services for businesses and individuals. He is also experienced in auditing and attest services.
• Becky Shonebarger-Bell, Staff Accountant: Becky has experience in small business accounting, payroll services, and individual taxation.

Accounting Services

At Oatney & Associates, CPAs, Inc., we offer a wide range of accounting services to meet the diverse needs of our clients. Our services include:

• Business Solutions: We offer a variety of business solutions to help our clients manage their finances, including bookkeeping, financial statement preparation, budgeting and forecasting, and business planning.
• Individual Solutions: We offer a range of individual solutions to help our clients manage their personal finances, including tax planning and preparation, estate planning, and retirement planning.
• Quickbooks Services: We offer Quickbooks setup, training, and support services to help our clients manage their finances efficiently.
• Upcoming Training: We offer regular training sessions to help our clients stay up-to-date on the latest tax laws and financial strategies.
• Tax Tools: We offer a range of tax tools to help our clients plan and prepare for their taxes, including document sharing tools, basic tax calculators, and educational articles.
• Educational Articles and Videos: We offer a wealth of educational resources, including weekly tax tips, educational tax videos, and monthly newsletters, to help our clients stay informed and make smart financial decisions.

When you choose Oatney & Associates, CPAs, Inc., you can expect:

• Professionalism: Our team is committed to upholding the highest standards of professionalism and ethical conduct.
• Personalized Service: We take the time to get to know our clients and their unique financial needs, ensuring that we provide personalized service and guidance.
• Expertise: Our team has extensive experience in tax planning, compliance, and accounting services for businesses and individuals.
• Technology: We leverage the latest technology to provide efficient and effective services to our clients.
• Education: We believe in the importance of ongoing education and provide regular training sessions and educational resources to help our clients stay informed.