Business Details
50 Years
experience
Trusted Accounting & Tax Services in Lancaster, Ohio
Oatney & Associates, CPAs, Inc. has been delivering trusted accounting, tax, and financial consulting services to businesses and individuals since 1976. Our firm combines decades of experience with a commitment to personalized service, ensuring every client receives tailored solutions that address their unique financial needs. We specialize in tax planning, payroll reporting, QuickBooks support, and comprehensive financial consulting, with a focus on optimizing financial health and compliance. Our team of certified professionals prioritizes proactive guidance year-round, helping clients navigate complex tax codes, maximize deductions, and achieve long-term financial success.With deep roots in Lancaster and Central Ohio, we maintain a client-centered approach that values transparency, integrity, and results-driven expertise. Our services extend to estate planning, litigation support, cash flow analysis, and business advisory, reflecting our dedication to both individual and corporate financial clarity. We stay current with federal and state regulations to provide accurate, forward-thinking advice, and we offer training and system setup to empower businesses with efficient financial tools. Our reputation for excellence is built on consistent client relationships, community involvement, and a focus on solving real-world financial challenges.
Services
Tax Planning
Bookkeeping
Payroll Processing
QuickBooks Setup
IRS Representation
Estate Planning
Financial Consulting
Cash Flow Analysis
Business Advisory
Litigation Support
Details
- Year established: 1976
Highlights and features
- We have over 40 years of experience in accounting and tax services.
- Our team provides proactive guidance year-round, not just during tax season.
- We offer tailored financial solutions for both businesses and individuals.
- Our firm is deeply rooted in the Lancaster and Central Ohio communities.
- We combine technical expertise with personalized attention for every client.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Saved thousands in taxes
IRS issues resolved quickly
Tax code mastery
Personalized attention
Wonderful staff
Services
Tax Planning
Our tax planning services help businesses and individuals minimize liabilities through proactive strategies. We analyze financial situations, identify deductions, and ensure compliance with federal and state regulations. Clients benefit from year-round planning to optimize savings and avoid surprises during tax season.
QuickBooks Setup
We specialize in QuickBooks installation, customization, and training for small businesses. Our team ensures proper setup with tailored reports and data integration. Clients receive ongoing support to maintain accurate financial records and streamline accounting processes for improved efficiency.
Payroll Processing
Our payroll services ensure timely and accurate employee payments with full compliance management. We handle tax filings, direct deposits, and regulatory requirements, allowing businesses to focus on operations. Clients receive reliable support to maintain payroll accuracy and avoid penalties.
IRS Representation
We provide expert IRS representation for audits and tax disputes. Our team navigates complex tax issues, communicates with authorities, and develops resolution strategies. Clients gain peace of mind knowing experienced professionals handle their tax challenges with proven problem-solving expertise.
Financial Consulting
Our financial consulting services offer strategic guidance for business growth and individual wealth management. We analyze financial health, develop cash flow strategies, and provide actionable insights. Clients benefit from customized solutions to achieve long-term financial goals and operational success.
People
Timothy E. Oatney
Founder & Principal Accountant
With over 40 years of experience, Tim Oatney is a CPA and tax expert specializing in strategic financial guidance. He holds a master's in taxation from Capital University and actively contributes to the accounting community through leadership roles in professional organizations.
Vicky L. Collins
Senior Staff Accountant
Vicky L. Collins brings extensive expertise in accounting and tax preparation, providing meticulous support to clients. Her dedication to accuracy and client satisfaction ensures high-quality service for individuals and businesses seeking reliable financial management.
Dakota Toth
Accountant
Dakota Toth, a certified CPA, specializes in delivering precise accounting solutions for small businesses. His focus on client needs and regulatory compliance helps businesses maintain financial clarity and achieve long-term success through expert advisory services.
Becky Shonebarger-Bell
Staff Accountant
Becky Shonebarger-Bell provides dedicated accounting support with attention to detail and personalized service. Her expertise in financial reporting and tax preparation ensures clients receive accurate, tailored solutions for their individual and business financial needs.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, bookkeeping, payroll processing, QuickBooks setup, financial reporting, and business advisory services tailored to small businesses in Lancaster and Central Ohio.
Do you offer QuickBooks training and support?
Yes, we offer QuickBooks installation, customization, training, and ongoing support to help businesses maximize their accounting software efficiency and accuracy.
Can you assist with IRS audits or tax issues?
Yes, our team provides expert IRS representation and resolution services for audits, tax disputes, and compliance challenges, ensuring effective problem-solving and client advocacy.
What individual financial services are available?
We offer tax preparation, estate planning, cash flow analysis, retirement planning, and IRS representation for individuals seeking comprehensive personal financial management.
Are your services available outside Lancaster, Ohio?
While based in Lancaster, we serve clients across Central Ohio and beyond, providing remote support and tailored solutions for businesses and individuals in multiple states.
