A man and a woman going through a laptop together at a table by a sunny window

Certified Public Accountants

We plan your taxes. Not just file them.

Tax returns, planning, bookkeeping and payroll for people and businesses — at our office in Coshocton or entirely online, wherever you live.

What we do

For people and businesses

Returns, planning, books and payroll — kept by one firm.

Your tax return is only as good as the books and payroll behind it. When one firm keeps all three, nothing falls between two offices.

  1. Tax for individuals

    Federal, state and local returns
  2. Tax for businesses

    S corporations, partnerships and LLCs
  3. IRS and state notices

    We read the letter and answer it
  4. Tax planning

    The Strategic Tax Blueprint
  5. Bookkeeping

    Monthly, in QuickBooks or Xero
  6. Payroll

    Every pay run, filing and W-2
  7. Nonprofits

    Form 990 and the Ohio filings
  8. Not sure where you fit?

    Tell us what is going on and we will point you to the right person. Your first conversation is free.

    (740) 622-3347Talk with us

Who we help

A gravel lane between hayfields and a farmstead below wooded hills at dusk in Holmes County, Ohio

Rooted in Coshocton, working everywhere.

Where we work

How a return moves

Five steps, and you can see every one.

The same five words appear in your client portal, so you always know where your return stands — whether you come to the office or never need to.

  1. Gather

    Send documents through the portal or bring them in. We tell you what is still missing.

  2. Prepare

    One person prepares your return and ties every figure to its document.

  3. Review

    A second person reviews it before you see it.

  4. Deliver

    We go through it with you, then you sign on the office iPad or online with an identity check.

  5. E-filed

    We e-file and send you the confirmation. Your copies stay in your portal.

People

The team

You will know who is doing your work.

A small firm in Coshocton: you can call the office and reach the people doing your work. Each person’s role is on .

  • Jason Bradford, CPA

    Founder

  • Andrew Conidi

    Tax Manager and Technology

  • Tiffany Conkle

    Payroll and Bookkeeping

  • Kylie Childress

    Client Services and Billing

  • Tanya Roahrig

    Office Coordinator

  • Kelly Fender

    Bookkeeping and Tax Preparation

  • Who does what, and how to reach us.