Business Details
15 Years
experience
Certified Accounting & Tax Services in Ohio
At Trusted Advisors of Ohio, we specialize in providing tailored accounting, tax, and consulting services designed to meet the unique needs of each client. With a commitment to fiscal responsibility and wealth growth, our team of Certified Public Accountants and Bookkeepers educates clients on tax laws, financial management, and investment strategies. Founded in 2011, our firm prioritizes personalized service over generic solutions, offering cost-effective expertise to individuals and businesses across Northeast Ohio. We combine technical proficiency with practical insights to help clients navigate complex financial landscapes.Our services include tax planning, bookkeeping, controllership, and strategic consulting, all aimed at fostering long-term financial stability. We emphasize transparency, client education, and proactive problem-solving to ensure clients retain control of their financial futures. Our team's extensive experience in both public and private accounting sectors strengthens our ability to deliver actionable, results-driven advice. By focusing on relationship-building and ethical practices, we aim to be a trusted partner in our clients' financial success.
Services
Tax Planning
Bookkeeping
Controllership
Tax Preparation
Financial Consulting
Details
- Year established: 2011
Highlights and features
- We offer personalized accounting services tailored to individual client needs
- Our team includes CPAs with decades of public and private sector experience
- We specialize in tax strategies that legally minimize liabilities
- We provide hands-on bookkeeping and controllership solutions
- Our consulting focuses on long-term financial growth and stability
Services
Tax Planning
Our tax planning services focus on legally minimizing liabilities through strategic financial arrangements. We analyze individual and business circumstances to create customized plans addressing retirement, education funding, and wealth preservation. By staying current with evolving tax codes, we help clients optimize deductions and credits while maintaining compliance.
Bookkeeping
We establish comprehensive bookkeeping systems tailored to business needs. Our services include chart of accounts creation, transaction tracking, and financial statement preparation. By organizing income and expense records systematically, we enable accurate reporting and informed decision-making for small to mid-sized enterprises.
Controllership
Our controllership solutions provide businesses with structured accounting frameworks. We design internal financial systems, train staff, and oversee payroll processing. This service ensures consistent financial operations through documented procedures for cash management, invoicing, and regulatory compliance.
Tax Preparation
We prepare individual and business tax returns with emphasis on accuracy and completeness. Our process includes reviewing income documentation, verifying deductions, and ensuring proper filings for multiple entity types. We specialize in handling complex scenarios like rental properties and investment portfolios.
Financial Consulting
Our consulting services address long-term financial growth through customized advice. We assist with debt reduction, investment strategies, and business financial planning. By analyzing cash flow and market conditions, we help clients make informed decisions aligned with their financial objectives.
People
Santonya C. Jones
Managing Member
CPA with 18+ years of public and private accounting experience. Former CFO of W&W Development Company. Specializes in tax matters and financial consulting for small businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, controllership, and financial reporting services tailored to small business needs, including customized accounting systems and staff training.
How can you help reduce my tax liability?
We analyze your financial situation to identify legal deductions, credits, and strategic planning opportunities specific to your personal or business circumstances.
Do you handle complex tax situations?
Yes, we specialize in complicated returns including rental properties, investment portfolios, and business tax matters with multi-state or international elements.
What documents are needed for tax preparation?
Required documents include ID, W-2s, 1099s, income records, expense receipts, and any prior year returns not filed with us.
Are your services available outside Northeast Ohio?
While based in Northeast Ohio, we serve clients statewide and can accommodate remote consultations for various accounting needs.
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