What We Do

We specialize in tax preparation for individual and small to medium sized businesses, and provide financial statement preparation, tax planning and analysis. We also provide bookkeeping, virtual office and payroll services. Our team strives to maintain a confident and comfortable environment for our clients.

Our Team

Susan E Thomas, CPA

As the President and CEO, Sue has over 20 years in the field of tax preparation and public accounting. She believes that the clients she serves need more than just a financial statement or a tax return. They need a trusted adviser that is willing to establish a long-term relationship and help them develop and achieve their financial goals. She holds true to this same way of thinking in her personal life as well.

Graduated Cum Laude from Ohio University with a Bachelors Degree in Business Administration & Accounting

Member of the Ohio Society of CPA’s

Member of the National Association of Tax Professionals

Member of the Hilliard Chamber of Commerce

Kristen C Naegel

Kristen has 10 years of tax preparation experience and 15 years of accounting experience, she is a strong asset and over the years our clients have valued her knowledge, thoroughness, caring attitude and timely service. She works closely with Sue to maintain and implement office policies and procedures that produce the exceptional services our clients have come to respect.

Graduated from Capital University with a Bachelors Degree in Accounting

Member of the Hilliard Chamber of Commerce

Member of the Ohio Society of CPA

Jonathan Granson, CPA

Jonathan has 14 years of focus in the area of taxation where he has placed significant attention on closely-held businesses, including many in the manufacturing, research and development, high wealth and service industries. He believes that true client service is built on relationships, proactive communication and a strong value proposition.

Other Points of Interest

Graduate of The Ohio State University where he earned a Bachelor's degree in Accounting and was a four year varsity letterman.

Serves on the Hilliard Board of Tax Appeals

Serves on the Board of the Columbus Chapter of the National Hemophilia Foundation

Serves on the Board of the Friends of the Topiary Park Member of the Columbus Association of Tax Professionals

Member of the American Institute of CPAs

Member of the Ohio Society of CPAs (serves on the CPE & Ethics Committee)

Member of Ohio State Alumni Association

Member of the Varsity “O” Association

Works closely with the Delta Sigma Pi and The Ohio State University Career Mentoring Program.