Landaker & Associates

Our Strength. Your Numbers.

Accountant in Westerville, OH (show on map)

3.7

★★★★☆

3 reviews

Professional, experienced, and affordable accounting firm serving Westerville, OH, offering a broad range of services for business owners, executives, and independent professionals.

Call (614) 899-1101

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About

For years, Landaker & Associates, Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, and financial planning.

Landaker & Associates, Inc. is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Professional and experienced team

Broad range of services for various client needs

Personalized attention and close analysis for each client

Services

Personal Financial Planning

Comprehensive personal financial plan to achieve financial goals, including risk management, performance improvement, and wealth growth strategies.

One-on-one guidance Risk assessment Performance improvement Wealth growth strategies

Retirement Planning

Strategies to ensure sufficient retirement savings and optimal retirement income distribution.

Tax-efficient retirement strategies Roth IRA conversion analysis Social security impact evaluation

Estate Planning

Guidance through estate planning process, including wills, trusts, and tax strategies.

Will and trust preparation Estate tax minimization strategies Probate avoidance

Elder Care

Support for elder care needs, including financial and legal planning for aging relatives.

Elder care financial planning Legal guardianship assistance Healthcare coordination

Small Business Accounting

Accounting services tailored for small businesses, including bookkeeping, payroll, and financial statement preparation.

Bookkeeping services Payroll processing Financial statement preparation Internal controls setup

Tax Preparation for Businesses

Comprehensive tax preparation services for businesses, including federal, state, and local tax returns.

Federal, state, and local tax return preparation Tax planning and strategy Audit representation

Credentials & Certifications

CPA

Since 1974

MBA

Since 2004

Member, American Institute of Certified Public Accountants

Member, Ohio Society of Certified Public Accountants

Reviews

Rating

3.7

★★★★☆

Reviews

Frequently Asked Questions

What is the process for personal financial planning? +

The process includes goal assessment, risk analysis, plan development, implementation, and ongoing review to ensure the plan adapts to changing life circumstances.

How does Landaker & Associates, Inc. assist with retirement planning? +

The firm provides tax-efficient retirement strategies, Roth IRA conversion analysis, and evaluates the impact of social security on tax situations.

What services are available for estate planning? +

Services include will and trust preparation, estate tax minimization strategies, and probate avoidance.

How does Landaker & Associates, Inc. support elder care? +

The firm offers elder care financial planning, legal guardianship assistance, and healthcare coordination.

What tax preparation services are provided for businesses? +

The firm prepares federal, state, and local tax returns, offers tax planning, and provides audit representation.

What QuickBooks services does Landaker & Associates, Inc. offer? +

Services include QuickBooks setup, training, support, question answers, and optimization for efficiency.