Can you work with industries like healthcare or contractors?

Yes. We specialize in supporting service-based professionals, including those in the healthcare and construction industries. Whether you are a solo practitioner managing patient billings or a contractor tracking project expenses and 1099s, we tailor our bookkeeping and tax strategies to meet the unique requirements of your field.

Ide Global Tax

With you through every step of the journey

Accountant in Westerville, OH (show on map)

5.0

★★★★★

11 reviews

Tax and bookkeeping services for individuals and small businesses, including remote support and specialized packages.

Call (614) 687-9099

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About

Ide Global Tax LLC specializes in tax return preparation, bookkeeping, payroll, and remote consulting services for individuals and small businesses. The firm caters to a wide range of service-based small businesses, including healthcare professionals, contractors, consulting firms, personal care services, and digital services.

Services are delivered remotely, allowing clients across the United States to benefit from proactive, year-round professional support. The company emphasizes clear communication, detailed financial reporting, and compliance with federal, state, and local tax regulations, including Ohio municipal taxes. Ide Global Tax LLC also offers customized service packages, such as flat-fee annual packages and hourly options, with the possibility of a 30% discount on QuickBooks Online subscriptions for qualifying clients.

Remote-first approach with secure digital portal

Enrolled Agent licensing for nationwide support

Customized service packages (flat fee annual, hourly, or mixed)

Specialized support for Ohio municipal taxes

Educational resources on estimated tax errors

Services

Individual Tax Preparation

Tax return preparation for individuals, including federal, resident state, and resident city filings, starting at $250.

Federal tax return preparation Resident state tax return preparation Resident city tax return preparation

Bookkeeping Services

Professional bookkeeping package starting at $1,200/year, including bank reconciliation, accounts payable/receivable management, and real-time transaction categorization.

Professional bank and credit card reconciliation Accounts payable and receivable management Real-time transaction categorization Monthly/quarterly financial reporting QuickBooks Online account clean-up and catch-up

Payroll Services

Payroll processing and preparation of W-2s and 1099s for employees and contractors, available as an add-on to bookkeeping packages.

Payroll processing W-2 and 1099 preparation Compliance with federal and state payroll regulations

Remote Accountant Services

Remote tax filing and bookkeeping services allowing clients to work from anywhere, with secure document sharing and real-time support.

Secure digital portal for document upload Video conferencing for real-time guidance Year-round support and proactive tax planning

Ohio Municipal Tax Support

Specialized assistance with Ohio municipal income taxes, including calculation, filing, and compliance guidance.

Calculation of municipal tax liabilities Filing of Ohio city tax returns Compliance monitoring and amendment support

Estimated Tax Error Education

Educational service highlighting common estimated tax errors to help clients avoid IRS penalties and interest.

Identification of common estimated tax mistakes Guidance on quarterly payment planning Tools for accurate tax estimation

Credentials & Certifications

Enrolled Agent (EA)

Experience in Big 4 accounting firm

Government tax auditor

Reviews

Rating

★★★★★

Reviews

"Online appointments"

Frequently Asked Questions

What is the process to get started? +

It starts with a conversation. We’ll schedule a brief phone or video consultation to discuss your specific needs and goals. There is no charge for our initial meeting. From there, we’ll provide a transparent, customized quote. Once you’re ready to move forward, we handle the rest.

How do we share documents? +

Security is our top priority. We provide a secure, encrypted digital portal where you can easily upload your tax documents and financial records. This ensures your sensitive information is protected and organized in one convenient location, eliminating the need for physical paperwork or insecure email attachments.

Do I have to live in Ohio to work with you? +

No. We work with clients across the country using a fully digital, remote-first approach. Whether you are local to Westerville or located out of state, we provide the same high level of professional tax and bookkeeping support.

What should I bring to my first appointment? +

Nothing at all! Our initial meeting is a conversation focused on your needs and goals. Just bring yourself and any questions you have. Once we decide to work together, I’ll provide a clear, simple checklist of the documents we'll need to move forward.

Do I have to commit to a long-term contract for bookkeeping service? +

We offer flexible options based on your needs. You can choose a Flat Fee Annual Package for predictable, all-inclusive pricing with no hourly charges, or an Hourly Basis plan that allows you to pause or stop services at any time.

Can I change the bookkeeping service or plans later? +

Absolutely. As your business grows and your needs change, we can adjust your service level to match. Whether you need to move from an hourly model to a flat-fee annual package or add monthly bookkeeping as your volume increases, we will work with you to ensure you have the right level of support.

Do I need my own QuickBooks subscription? +

Yes, but please reach out to us before signing up. As professional partners, we can often secure an ongoing 30% discount on your subscription. Additionally, for businesses with very simple needs, we have exclusive access to the QuickBooks Ledger plan—a cost-effective option available only through accountants and can save you significant money.

Why is monthly bookkeeping better than just doing it at year-end? +

Clarity: Know exactly where your money is going every month. Compliance: Catch errors early and stay compliant year-round. Efficiency: Avoid the stress and higher costs of complex year-end cleanups. Tax Planning: Identify potential deductions while there is still time to act.