Adam Knolls, CPA
You don't have to be a tax expert.
5.0
Adam Knolls, CPA | Bexley, Ohio Tax Accountant
About
I am a certified public accountant licensed in Ohio, specializing in tax preparation. I work with individuals, families, business owners, and independent professionals.
Setting up a new business? I can equip you with the information you need to make informed decisions.
Services
Individual Tax Preparation
First, we’ll talk. I want to hear about your unique situation and get a good sense of what you need to move forward with confidence. If we decide to work together, then we’ll take the following steps: After our initial consultation, you will be directed to provide information to begin work on your tax return preparation. This will happen electronically through a secure system called Verifyle or in person. Verifyle is my preferred method. Documents will not be accepted by regular email. All communication will be made securely through Verifyle. I will need you to provide the following information: Current Driver’s License for taxpayer and spouse, Social Security Card for the taxpayer, spouse, and all dependents, Birth Certificates for all dependents, Prior year tax return including depreciation schedules (if any), Current year tax information required to prepare the return(s), Email address(es) for secure communication through Verifyle and electronic signature(s). Here are the services I provide: Federal tax returns (Form 1040) including sole proprietorships (Schedule C) and real estate rental property (Schedule E), State tax returns, School District tax returns, Local municipal tax returns (including RITA and CCA municipalities in Ohio), Advice on documentation and record retention, Tax planning and advice.
Small Business Tax Preparation
First, we’ll talk. I want to hear about your unique situation and get a good sense of what you need to move forward with confidence. If we decide to work together, then we’ll take the following steps: After our initial consultation, you will be directed to provide information to begin work on your tax return preparation. This will happen electronically through a secure system called Verifyle or in person. Verifyle is my preferred method. Documents will not be accepted by regular email. All communication will be made securely through Verifyle. I will need you to provide the following information: Organizational documents, Prior year tax returns including depreciation schedules, Email address for authorized person for secure communication through Verifyle and electronic signature(s), SS4 Assignment of Employer Identification Number if a new entity, Financial statements (profit/loss and balance sheet) and any other tax documents like 1099s, Year-end payroll reports (if any). Here are the services I provide: Federal corporate tax returns (Forms 1120 and 1120-S) for C Corporations and S Corporations, Federal partnership returns (Form 1065), State tax returns when required, Local municipal tax returns (Including RITA and CCA municipalities in Ohio), 1099 preparation, Advice on documentation and record retention, Tax planning and advice.
Business Formation Consulting
Small business owners have many options for the legal structure of their business. Some options are better than others for tax reasons. You don’t have to make these decisions alone. In fact, you shouldn’t. With my business formation service we discuss the costs and benefits of your options. Taxes are not the only factor in making business formation decisions. Typical discussion topics are: Your personal goals: Tax savings versus personal income control and fringe benefits, Limited Liability Company (LLC) and how it is treated for taxes, Different corporate structures available and pros and cons of each (C Corporation versus S Corporation), Partnerships and joint ventures, Converting from one business structure to another, Impact of holding real estate inside of the business.
Credentials & Certifications
Reviews
