Business Details
37 Years
experience
Trusted Accounting and Financial Services in Medina, OH
S.C. Thomas & Associates, CPA, CPA, LLC has been delivering comprehensive tax, accounting, and financial advisory services for over 30 years. Headquartered in Medina, Ohio, our firm serves clients nationwide with a commitment to personalized solutions tailored to individual needs. We prioritize client relationships over transactional interactions, ensuring every servicefrom tax planning to wealth managementis customized to align with specific financial goals. Our security protocols safeguard client data through encrypted systems, offline backups, and a dedicated internal network. With decades of expertise in taxation, financial planning, and investment advisory, we emphasize income-focused strategies to provide stability amid market volatility.As an independent firm, we receive no commissions from third parties, maintaining transparency and objectivity in all recommendations. Our team includes Sandra C. Thomas, a Certified Public Accountant with the Personal Financial Specialist designation, who has led the firm since its founding in 1989. We specialize in serving individuals, small businesses, estates, and trusts, combining technical rigor with a client-first philosophy to help clients achieve long-term financial success.
Services
Tax Preparation
Wealth Management
Financial Planning
Retirement Planning
IRS Representation
Estate Tax Services
Small Business Accounting
Investment Advisory
Details
- Year established: 1989
Highlights and features
- We offer over 30 years of experience in tax and financial planning.
- Our services are fully personalized with no standardized templates.
- We implement advanced security protocols for client data protection.
- Our investment philosophy prioritizes income stability over speculative gains.
- We maintain independence by accepting no commissions from third parties.
Associations and certifications
- Certified Public Accountant (Ohio Board of Accountancy)
- Personal Financial Specialist (AICPA)
- Enrolled Agent (Department of the Treasury)
- Registered Investment Adviser (Ohio Division of Securities)
- FINRA Broker Check (CRD 121666)
Services
Tax Preparation
We prepare individual, business, estate, and trust tax returns while identifying deductions and credits to minimize liabilities. Our team stays current with tax code changes to ensure compliance and optimize savings. Clients receive year-round planning support to address future tax implications.
Wealth Management
Our income-focused investment strategies aim to generate stable returns while reducing market volatility risks. We conduct independent research to select securities aligned with client goals, avoiding commission-driven recommendations. Services include portfolio management and retirement income planning.
Financial Planning
We develop customized plans to achieve goals like retirement, education funding, or homeownership. Our process includes analyzing current finances, projecting future needs, and creating actionable steps. We provide follow-up reports and adjust plans as life circumstances change.
Retirement Planning
We help clients prepare for retirement by analyzing income sources, tax implications, and inflation risks. Comprehensive reports project retirement income against current expenses, with recommendations for asset positioning and adjustments. Annual updates ensure plans remain aligned with evolving needs.
IRS Representation
Our Enrolled Agent status allows us to represent clients before the IRS for audits, collections, or appeals. We handle communication and documentation to resolve issues efficiently. Services include filing amendments and negotiating payment plans to address tax liabilities.
People
Sandra C. Thomas
Owner and Principal
Certified Public Accountant with a BSA from Baldwin Wallace College. Holds the Personal Financial Specialist designation from AICPA and is a Registered Investment Adviser in Ohio. Founded the firm in 1989 to provide independent, client-focused financial solutions.
Questions
What services does S.C. Thomas & Associates offer?
We provide tax preparation, financial planning, wealth management, retirement planning, IRS representation, and accounting services for individuals, small businesses, estates, and trusts.
How do I schedule an appointment?
Appointments are available Monday-Friday 8:30 AM - 5:00 PM. Call our Medina office at 330-725-3162 or use our contact form to request a meeting.
What documents should I bring to my first appointment?
Bring tax returns from the past two years, financial statements, insurance policies, debt information, and retirement account details relevant to your service needs.
How does your investment philosophy differ from others?
We focus on income-generating investments to provide stability rather than chasing market trends. Our independent research selects securities based on client goals without third-party commissions.
Is my financial data secure with your firm?
Yes. Client data is encrypted, stored on a separate internal network, and backed up offline. We implement strict security protocols to protect sensitive information.
