Ideally, investment planning involves a long time horizon – 10, 20, or even 40 years – to reap the benefits of long-term gains in the stock market. When you’re saving for buying a house, paying college tuitions,…
Investment Planning for Major Life Changes Investment planning is a lifelong activity which, for most investors, is geared to lifetime major milestones and lifecycle events. Marriage, having children, buying a home, saving for college tuition, and retirement…
If your business receives large amounts of cash or cash equivalents, you may be required to report these transactions to the IRS. What Are the Requirements? Each person who, in the course of operating a trade or…
Perhaps you operate your small business as a sole proprietorship and want to form a limited liability company (LLC) to protect your assets. Or maybe you are launching a new business and want to know your options…
Do you play a major role in a closely held corporation and sometimes spend money on corporate expenses personally? These costs may wind up being nondeductible both by an officer and the corporation unless proper steps are…
No matter the size or shape of a business, one really can’t overstate the importance of sound accounts receivable policies and procedures. Without a strong and steady inflow of cash, even the most wildly successful company will…
As mitigation measures related to COVID-19 ease, it will be interesting to see which practices and regulatory changes taken in response to the pandemic remain in place long-term. One of them might be relief from a sometimes…
What You Need to Know Millions of American taxpayers with children will begin receiving advance payments of their 2021 Child Tax Credits starting this July. However, not all households that qualify for the Child Tax Credit will…
A retirement planning Q & A with our manager and director Join us as Director Mike Pappas and Manager Cat Arida discuss retirement planning, specifically for the millennial generation. Cat represents the millennials, and she will ask…
American Baby Boomers born between 1946 and 1964 were the first generation to take charge of their own retirement planning, with the advent of the 401(k) in 1978 – when most Boomers were in their 20s –…
President Biden recently announced his $1.8 trillion American Families Plan (AFP), the third step in his Build Back Better policy initiative. The announcement followed the previous releases of the proposed $2.3 trillion American Jobs Plan and the Made in…
President Biden’s tax plan for individual taxpayers was outlined in an April 28 address to Congress and in an 18-page fact sheet released by the White House. The “American Families Plan” contains tax breaks for low- and…
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Barnes Wendling (especially Lena) did a great job with our financials. Everything. It is extremely refreshing and comforting to know that all of our numbers are not only correct, but they are in the right place(s). Your diligence and reporting truly does make me (personally) feel better.
Thomas Adomaitis-Controller, Bialosky Cleveland
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Larry Friedman is exceptionally thorough and thoughtful.
Greg Mulach, Individual Tax Return
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I can wholeheartedly tell you that I have yet to work with an audit or tax team that have been more helpful, easy to work with, and committed than the team at Barnes Wendling- I have been through three different firms in the last few years.
Michelle Saylor, Former Controller
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Floyd Trouten at Barnes Wendling CPAs is an “expert’s expert” when it comes to M & A accounting. Not only does he understand the evolving details of the Tax Code but he also sees the fine points of their application for owners, managers, investors, and financiers.
Mark A. Filippell, Western Reserve Partners
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The service is amazing at Barnes Wendling CPAs. The benefit is worth more than the cost. Sometimes it’s true that you get what you pay for.
Mark Boucher - Former Owner, Castle Heating & Air, Inc.
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Floyd and Barnes Wendling CPAs always provide us with peace of mind. Floyd is not only our trusted financial advisor, but we trust him like family. The Barnes Wendling CPAs team is always proactive and meet all of our deadlines. We are very grateful for them.
Trish Gleason, OMCO Holdings & Gleason Family Office
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Our heartfelt thanks to the Barnes Wendling CPAs team for all you do for us, such as your remarkable responsiveness, timeliness in meeting deadlines, and being such a pleasure to work with!
Karyn Davies Mitchell, Caremetx LLC
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The quality of your staff on our audit was excellent. I couldn’t ask for a more knowledgeable team with end-result focus.
Brian Spitz, American Tank and Fabricating Company
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Barnes Wendling takes a holistic, comprehensive approach that helps ensure we are looking ahead to the future. By keeping us up to date on relevant law and regulation changes, we can focus on running our business rather than burying ourselves in tax law. All of this is well communicated, which is the key to any relationship.
Joe Gramc - CFO, Five Star Trucking
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The valuation team at Barnes Wendling CPAs has provided us with consistently excellent service over the last ten years. We have been impressed with their expertise on business valuations, fairness opinions, and Topic 805 engagements.
Ric Hughes - CFO, AKSM
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Our auditors from Barnes Wendling CPAs are adept communicators, technically proficient, and patient, reasonable, and very personable. They add value through thoughtful recommendations based on in-depth client knowledge. I respect their opinions and highly recommend them.
Sue Leishman - CFO, Episcopal Diocese of Ohio
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As the Chief Financial Officer of our company, I am acutely aware of the need for relevant and timely advice from outside professionals. Those to whom we look for knowledge beyond ours, financial and managerial expertise outside of our own and proficiencies that are not found within our organization must possess more than simply technical knowledge. Our success depends to a great extent on these professionals we rely upon who have the ability to objectively evaluate, assess, and then communicate very focused, precise and accurate answers to our organizational needs. I can confidently say we have found those characteristics in our relationship with Barnes Wendling CPA’s. They have shown a sincere commitment to our future success while maintaining their dedication to pragmatic solutions for the daily challenges we face.
David E. Sustar - CFO, McConnell Excavating
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