Country
We are committed to the quality service
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$25 - $49/hr
10 - 49
United States
Effective December 1, 2017 Levin Swedler Kennedy has merged with Pease & Associates, CPAs. The combined firm will operate under the name Pease & Associates, CPAs and will now have 80 team members. The integrated team will build on the tradition of delivering excellent service with the client-centric culture that the market has come to know and trust. “Better Together” is the theme of this merger. The combined firm will deliver more creative solutions, with a wider array of services, added resources and expertise designed to enhance our clients’ success. Pease & Associates, CPAs now has three convenient office locations – Cleveland, Akron, and Beachwood.
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1422 Euclid Avenue Suite 400 Cleveland Ohio United States 44115
216.348.9600
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What core accounting and advisory services does Pease, CPAs provide?
The firm offers a comprehensive suite of services including tax planning and preparation, audit and assurance, business consulting, and wealth management. They focus on helping businesses and individuals navigate complex financial landscapes through strategic tax strategies and rigorous financial reporting.
Which industries does the firm specialize in serving?
The practice serves a diverse range of sectors, with specific expertise in manufacturing, construction, real estate, healthcare, and professional services. They tailor their financial strategies to meet the unique regulatory and operational demands of these specific industries.
Where are the office locations for Pease, CPAs?
The firm operates out of multiple locations, primarily serving clients throughout Ohio. Their main offices are situated in Cleveland, Cincinnati, and various other regional hubs, allowing them to provide localized support while maintaining a broad reach across the state.
How does the firm approach tax planning for business clients?
Tax planning is approached as a year-round proactive process rather than a seasonal task. By analyzing financial data throughout the fiscal year, the team identifies opportunities for tax savings, ensures compliance with changing tax laws, and helps businesses optimize their cash flow.
Does the firm assist with business valuations or succession planning?
Yes, the firm provides specialized business valuation services and succession planning. These services are designed to help business owners understand the true value of their enterprise and create structured plans for ownership transitions, ensuring long-term stability and wealth preservation.
What is the firm's approach to audit and assurance services?
The audit and assurance team focuses on providing accurate, transparent financial reporting that builds trust with stakeholders. They conduct thorough examinations of financial statements to ensure compliance with accounting standards, helping clients identify internal control weaknesses and improve overall operational efficiency.
Can the firm help with personal wealth management and estate planning?
Beyond corporate accounting, the firm offers dedicated wealth management and estate planning services. They work closely with individuals to develop comprehensive financial plans that address retirement goals, investment strategies, and the efficient transfer of assets to future generations.
How long has the firm been providing accounting services?
The firm has a long-standing history of providing professional accounting and advisory services, building a reputation for reliability and expertise over several decades of operation in the accounting industry.
Is the firm equipped to handle international tax issues?
Yes, the firm provides guidance on international tax matters, assisting businesses that operate across borders. They help clients navigate complex international tax treaties, transfer pricing requirements, and compliance obligations to minimize global tax exposure.
How can a potential client initiate a consultation?
Potential clients can reach out by visiting the official website and using the contact form or by calling any of the regional office locations directly. A member of the team will then coordinate a time to discuss specific financial needs and service requirements.
Does the firm offer services for non-profit organizations?
Yes, the firm provides specialized accounting and audit services tailored to the needs of non-profit organizations. This includes assistance with tax-exempt status maintenance, grant compliance, and financial reporting that meets the specific requirements of donors and regulatory bodies.
What technology platforms does the firm use to support clients?
The firm leverages modern accounting software and secure digital portals to facilitate seamless collaboration. These tools allow for the efficient exchange of financial documents, real-time access to reports, and secure communication, ensuring that client data remains protected and accessible.
Does the firm provide outsourced CFO or controller services?
Yes, the firm offers outsourced CFO and controller services for businesses that require high-level financial oversight without the cost of a full-time executive. This service includes financial forecasting, budgeting, and strategic planning to support business growth.
How does the firm stay updated on changing tax laws?
The team maintains a rigorous commitment to continuing professional education and stays actively engaged with industry updates. By monitoring legislative changes and regulatory shifts, they ensure that all advice provided to clients is current and compliant with the latest tax codes.
What is the firm's philosophy regarding client relationships?
The firm prioritizes long-term partnerships built on trust, integrity, and proactive communication. They aim to act as a strategic advisor rather than just a service provider, focusing on the unique goals and challenges of every client they serve.
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