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TOP 30 Compliance audit services in Independence, OH
15 results found
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J & G Tax Service
J & G Tax Service is a reputable accounting and finance institution located at 235 Hardacre Drive in Xenia, Ohio, United States. They specialize in providing expert tax services to individuals and businesses, helping them navigate complex financial regulations and maximize their returns. With a team of experienced professionals, J & G Tax Service is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Whether you need help with tax preparation, bookkeeping, or financial planning, J & G Tax Service is here to help you achieve your financial goals.
W&S
W&S Financial Group, located at 410 East 4th Street in Cincinnati, Ohio, is a finance institution that draws on expertise and experience to help deliver financial solutions. As a part of the Western & Southern Financial Group, one of the strongest life insurance groups in the world, W&S Financial Group Distributors offers stability and a formidable foundation for its clients. With a history of over 130 years, the company has demonstrated resilience in fulfilling its commitment to its customers. Western & Southern Life Insurance Company operates in DC and all states except AK, ME, MA, and NY, while Western-Southern Life Assurance Company operates in DC and all states except NY. The company offers a range of products and services, including annuities and retirement planning solutions. With highly rated by independent rating agencies and a strong capital to asset ratio, W&S Financial Group is well-equipped to support its clients' financial needs.
Payne Suter CPAs & Company
Payne Suter CPAs & Company is a licensed accounting firm located at 604 4th Street East in South Point, Ohio, United States. Specializing in accounting and finance, we offer a wide range of services for business owners, executives, and independent professionals. Our team is professional, experienced, and affordable, providing close personal and professional attention to each client. Known for quality service, we are here to help you navigate the complexities of today's tax laws and resolve any tax problems you may be facing. Contact us at (740) 377-9455 for a free consultation to see how we can best serve you.
BCA Insurance Group
BCA Insurance Group, located at 28350 Kensington Lane in Perrysburg, Ohio, is an insurance agency that focuses on providing top-quality insurance options to customers. With a strong emphasis on service, security, strength, and independence, BCA Insurance Group offers personal insurance, business insurance, and employee benefits. From auto insurance to home insurance, their goal is to help people protect what they value most. Their experienced insurance advisors can help identify coverage gaps, save money, and keep assets protected. The agency stays up-to-date on regulations and economic trends to provide creative, comprehensive, and cost-effective solutions for businesses. With a merger in 2001, BCA Insurance Group has grown to offer coverage from over 20 carriers for property and casualty and more than 50 carriers for life insurance. The agency is committed to providing quality coverages and service with integrity, striving to make a difference in the lives of their customers. Whether in Perrysburg or other areas of Ohio, BCA Insurance Group is dedicated to creating maximum value for their clients. They also offer individualized insurance planning and consulting for business owners. With a focus on protecting against the unexpected, BCA Insurance Group is a trusted agency for all insurance needs.
LM Kohn & Company
LM Kohn & Company is a finance and insurance agency located at 10151 Carver Road in Cincinnati, Ohio, United States. Founded in 1990 by a financial advisor who was dissatisfied with the available platforms, LM Kohn is an independent, family-owned hybrid Registered Investment Adviser (RIA) and Broker-Dealer. The institution offers financial advisors the freedom to build their own brand, choose their own mix of fee-based, brokerage, and insurance services, and access cutting-edge technology for operations, marketing, and client-facing tools. With a focus on helping financial advisors build their dream practices cost-effectively, LM Kohn prides itself on its friendly, knowledgeable staff, accessible management team, and collaborative compliance department. Advisors are encouraged to build their own brand, work with the clients they love, and enjoy transparent fee structures without hidden costs. The institution's goal is to provide a supportive environment where advisors can thrive and grow their practices without the fear of repapering due to mergers or sales.
Everhart Advisors
Everhart Advisors is a nationally recognized finance institution located at 535 Metro Place South in Dublin, Ohio. As a CEFEX-certified and independently owned firm, we offer personalized advice from experienced fiduciaries to help you reach your financial goals. Whether you are looking to prepare for retirement, build wealth, or maximize your after-tax income, our team of experts can provide support and guidance every step of the way. Our services include fiduciary protection, investment selection and monitoring, fee benchmarking, retirement planning, college planning, wealth building, exit planning, wealth transfer, tax compliance, tax planning, tax return preparation, multi-state consulting, and transaction/M&A consulting. We specialize in corporate retirement plan consulting and wealth management for individuals, with offices in Columbus and Dayton, Ohio, as well as Fort Myers, Florida.
Cetera Investors
Cetera Investors is a finance institution located at 545 Metro Place South in Dublin, Ohio, United States. With 43 fully staffed branch offices, Cetera Investors allows you to maintain ownership of your book and independence while benefiting from their resources and best practices. They provide local, high-intent client leads, succession planning services, and multimedia marketing solutions to help you attract and engage clients. With a focus on reducing practice-management burdens and maximizing your bottom line, Cetera Investors offers personalized support, mentorship, and administrative assistance. Their supervisory teams ensure compliance with regulations, while their range of services, from fund selection to asset-allocation guidance, help you meet client goals. With a team of legal and tax specialists, Cetera Investors can assist with clients' intricate needs, including retirement plan solutions for business owners. President & CEO LeAnn Rummel emphasizes the institution's commitment to helping clients pursue financial freedom at all stages of life. If you value independence and teamwork efficiency, connect with a branch manager to learn about Cetera Investors' Accesslink onboarding experience and how they can accelerate your career.
Fourth Dimension Wealth, LLC
Fourth Dimension Wealth, LLC is a finance institution located at 16600 Sprague Road in Middleburg Heights, Ohio, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. Their website features helpful calculators and resources to assist clients in understanding financial concepts and achieving their financial goals. Fourth Dimension Wealth is dedicated to educating clients about financial planning and providing access to market performance data. They are registered investment advisors and offer securities through LPL Financial. Clients can trust in the expertise of the professionals at Fourth Dimension Wealth to help them see the big picture and make informed financial decisions. Residents of other states should check with the institution to ensure compliance with regulations.
TAMS Group
TAMS Group, located at 4807 Rockside Road in Independence, Ohio, is a management consulting firm specializing in human resource solutions to enhance employee and organizational productivity. Our services cater to Small Businesses, Mid-Market, and Enterprise clients, offering a comprehensive suite of services. We believe in aligning business strategy with talent strategy to drive financial success. Our team stays updated on federal, state, and local regulations to provide strategic guidance and minimize risk for our clients. TAMS Group also offers coaching, leadership development, and change management support to businesses.
Organizational Consulting Group
Organizational Consulting Group is a boutique executive compensation and retained search consulting firm located at 3303 Linden Road, Cleveland, Ohio, United States. Our team of experienced professionals pride themselves on their creativity and critical thinking skills, allowing us to tackle issues beyond the scope of traditional compensation consulting firms. With a focus on executive search, executive compensation, board compensation, salary administration plans, and IRS Intermediate Sanctions, we offer a unique blend of services tailored to meet the exact needs of our clients. Our executive search consultancy is known for making exceptional placements, introducing essential management talent into key leadership roles.
FNA Wealth Management
FNA Wealth Management is a finance institution located at 2214 East Enterprise Parkway, Twinsburg, Ohio, United States. With decades of experience and a team of highly-skilled professionals, we offer a supportive culture and a system designed to help you reach your financial goals. Our goal is to guide you to where you want to be, just like a good coach. Despite the healthy state of the US economy, many Americans are not feeling the benefits. The S&P 500 is performing well, and even the Cleveland Browns are enjoying success, thanks to the Santa Claus rally.
DMA - DuCharme, McMillen & Associates, Inc.
DMA - DuCharme, McMillen & Associates, Inc. is a finance institution located at 6480 Rockside Woods Boulevard South, Independence, Ohio, United States. They are experts in various areas of corporate taxation including property tax, tax technology, sales and use tax, value added tax, telecommunications tax, fuel and excise tax, state income and franchise tax, credits and incentives, unclaimed property, business license compliance, and crown royalties. With over 50 years of experience, DMA helps companies minimize their taxes, improve tax administration efficiency through cutting-edge technology solutions, and manage tax compliance obligations. Join their team of dedicated professionals committed to delivering exceptional client service and achieving common objectives. Contact their corporate headquarters at 1 800-309-2110 or visit them at 828 S. Harrison Street, Suite 650, Fort Wayne, IN 46802.
IRS
The IRS is a renowned institution located at 6450 Rockside Woods Boulevard South in Independence, Ohio, United States. Specializing in accounting and finance, the IRS is responsible for the collection of taxes and enforcement of tax laws in the United States. With a team of skilled professionals, the IRS ensures compliance with tax regulations and provides valuable financial services to individuals and businesses. Whether you need assistance with tax filings, audits, or financial planning, the IRS is dedicated to helping you navigate the complex world of finance with expertise and integrity.
HWA Alliance of CPA Firms
HWA Alliance of CPA Firms is a prestigious association of certified public accounting firms located at 6100 Oak Tree Boulevard in Independence, Ohio, United States. Our members are highly skilled and experienced professionals dedicated to providing top-notch accounting services to clients across various industries. With a commitment to excellence and a reputation for integrity, HWA Alliance of CPA Firms is a trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
Ben L Jonozzo CPA Inc
Ben L Jonozzo CPA Inc is a reputable accounting and finance institution located at 6588 Brecksville Road in Independence, Ohio, United States. With years of experience in the industry, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need tax preparation, bookkeeping, or financial planning services, Ben L Jonozzo CPA Inc is the trusted choice for all your accounting needs.
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