Business Details
Your Trusted Partner for Accounting and Tax Solutions
Leppert Co Cpas has been dedicated to delivering exceptional accounting, tax, and advisory services to clients in Gahanna, OH, and beyond. Founded by Matt Leppert Co Cpas, a CPA with over 30 years of experience, our firm combines deep industry expertise with a commitment to personalized service. We specialize in serving car dealerships, nonprofits, small businesses, and individuals with complex tax needs, offering tailored solutions for tax planning, audits, and business strategy. Our team of certified professionals prioritizes responsiveness, ensuring clients receive timely, accurate advice to navigate financial challenges. With a focus on professionalism and quality, we aim to be a trusted partner in helping clients achieve long-term financial success.Our services extend to IRS audit representation, succession planning, and internal controls assessment, addressing diverse client needs. We emphasize continuous education to stay ahead of evolving tax laws, ensuring clients benefit from the latest insights. Our dedication to community and client-centric values has earned us the trust of businesses and individuals for over 15 years. By maintaining transparency and fostering strong relationships, we strive to simplify financial complexities and empower informed decision-making. Whether supporting startups or established entities, our goal is to deliver reliable, strategic financial guidance that drives growth and compliance.
Services
Small Business Accounting
Tax Preparation
IRS Audit Representation
Succession Planning
Non-Profit Services
Strategic Business Planning
Internal Controls Assessment
Tax Planning
Highlights and features
- We offer over 30 years of specialized tax and audit expertise.
- Our team provides personalized guidance tailored to your unique needs.
- We deliver comprehensive solutions for businesses, nonprofits, and individuals.
- Our local knowledge ensures strategies aligned with Gahanna's business landscape.
- Proven track record in resolving complex tax and accounting challenges.
What people say
Thorough understanding of tax law
Professional and friendly team
Saved us money through deductions
Responsive and detail-oriented
Expertise in complex tax issues
Services
Small Business Accounting
Our Small Business Accounting service manages monthly or quarterly financial tasks, including bank reconciliations, income statements, and balance sheets. We clean up general ledgers and integrate QuickBooks consulting to ensure accurate, organized records. This foundational service empowers business owners to focus on growth while maintaining compliance and financial clarity.
IRS Audit Representation
IRS Audit Representation provides expert guidance and advocacy during tax audits, ensuring compliance while protecting client interests. Our team negotiates with the IRS, resolves discrepancies, and minimizes penalties. With proactive strategies, we turn stressful situations into manageable outcomes, safeguarding clients' financial stability and peace of mind.
Non-Profit Services
Non-Profit Services include 990 filings, tax-exempt status applications, and financial reporting tailored to nonprofit organizations. We ensure compliance with IRS regulations, prepare startup documentation, and train staff on financial best practices. Our expertise supports nonprofits in maintaining transparency and focusing on their mission-driven goals.
Tax Planning
Tax Planning optimizes financial decisions to legally reduce tax liabilities through deductions, deferrals, and strategic structuring. We analyze individual and business scenarios, offering customized advice on investments, retirement plans, and estate planning. Our proactive approach ensures clients maximize savings while staying compliant with evolving tax codes.
Succession Planning
Succession Planning ensures smooth transitions for family-owned businesses through valuation, tax-efficient strategies, and family dynamics management. We address estate taxes, ownership transfers, and retirement projections, creating sustainable plans that preserve legacy and secure future generations' financial stability.
People
Matt Leppert
Founder and President
With over 30 years in taxation and auditing, Matt specializes in real estate, automotive dealerships, and nonprofit entities. He graduated from Ohio State University and Capital University, holding CPA certification and AICPA membership.
Rose Boggs
Senior Tax Manager
Rose brings 11 years of public accounting experience, focusing on small businesses and tax planning. She graduated from Capital University in 2013 and holds CPA certification, prioritizing client guidance and accounting solutions.
Amanda Mills
Staff Accountant
Amanda has 18 years of experience in financial statements and tax preparation. A former state auditor, she specializes in compilations and reviews for corporations and nonprofits, combining technical expertise with client-focused service.
Margaret Leppert
Office Operations Director
Margaret manages client relations and firm operations with a paralegal background. Her experience in law firms ensures efficient administrative support, fostering client satisfaction and community engagement.
Johanna Matheny
Staff Accountant
Johanna specializes in nonprofit tax matters after 7 years at KPMG and Ernst & Young. She assists startups and small businesses, blending technical expertise with personalized support to navigate tax compliance challenges.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, QuickBooks consulting, and internal controls assessment to streamline operations and ensure accurate reporting.
How can you help with IRS tax problems?
Our team specializes in IRS audit representation, penalty abatement, and resolution strategies to minimize liabilities and restore compliance.
Do you assist with nonprofit organization compliance?
Yes, we handle 990 filings, tax-exempt applications, and financial reporting to ensure nonprofits maintain IRS compliance.
What tax planning services are available for individuals?
We offer strategies for minimizing tax liabilities, optimizing deductions, and planning for life events like property investments.
Can you support business succession planning?
We develop tailored succession plans addressing valuation, tax implications, and family dynamics to ensure smooth transitions.
