Tax Preparation and Advisory

Service Description

Issues Solved by Cloud Financial Solutions, LLC: Tax preparation has become a commodity for most CPAs — fill in the forms, file the return, send the bill. That’s not what you need. Your business has multiple entities, owner compensation decisions, depreciation strategies, multi-state issues, or tax notices that need real attention. You need a tax CPA who has actually done this kind of work at corporate scale, not just done individual returns for 30 years. What you get: • Federal, state, and local tax compliance — individual, partnership, S-corp, C-corp, nonprofit • Proactive tax planning that identifies opportunities before year-end, not after • Multi-state tax exposure analysis (RITA, CCA, Canton, Ohio CAT, and beyond) • Entity structuring and reasonable compensation analysis • Tax remediation work — if your books or filings have problems, I clean them up • IRS and Ohio Department of Taxation notice response • Strategic guidance on M&A, retirement, and ownership transitions Why Cloud Financial Solutions This is not a commodity tax prep service. I spent a decade in KeyBank’s internal corporate tax department — work at the responsibility level of a Senior Manager at a Big 4 accounting firm. Compliance, M&A tax structuring, SEC reporting, research, and international tax. I went on to manage international tax at Westfield, including the tax aspects of a Lloyd’s of London acquisition. I also taught taxation at Cuyahoga Community College for 10 years. When you hire me for tax work, you’re hiring corporate-caliber tax depth, applied to your business. Tax Remidiation Expertise When something has gone wrong — missed filings, IRS notices, prior-year errors, books that haven’t been reconciled in years, an acquisition that came with messy financials — you need someone who can step in, diagnose the problem, and fix it. I do this work regularly. My corporate tax background trained me on cleaning up complex tax positions across multiple entities and jurisdictions. Most solo CPAs aren’t equipped for this kind of work. I am. If your business has a tax or accounting situation that has gotten away from you, let’s talk. When you work with me for tax, you can rest assured knowing that you have a highly knowledgeable and experienced CPA working for you. Contact me today for a free consultation.