Business Details
42 Years
experience
Your Trusted Accounting and Business Advisory Partner in Cincinnati
Leverone & Associates has been delivering proactive accounting services and tax expertise since 1984, serving families and businesses across the Cincinnati area. Our partnership model ensures every client receives personalized attention from a dedicated managing partner and access to our full team of experts. We specialize in financial forecasting, tax planning, payroll services, and business consulting, combining deep industry knowledge with a long-term strategic outlook. With three convenient locations in Western Hills, Milford, and Montgomery, we provide comprehensive accounting, reporting, and analytics services tailored to individual and organizational needs. Our team of certified professionals focuses on creating collaborative roadmaps that drive sustainable growth and financial clarity. We maintain year-round support for complex decisions involving investments, restructuring, and wealth preservation, ensuring clients achieve both immediate and long-term goals.Our commitment to excellence is reflected in our proactive approach to tax compliance, audit representation, and software integration planning. By prioritizing client relationships as partnerships, we align our success with the success of our clients, offering free initial consultations to develop customized solutions. Our services extend to payroll preparation, internal control planning, and business advisory support, all designed to enhance financial operations. With decades of combined experience, our advisors are recognized for their expertise in navigating evolving tax regulations and maximizing client potential through education and strategic guidance.
Services
Payroll Services
Business Consulting
Tax Consulting
Accounting
Financial Forecasting
Details
- Year established: 1984
Highlights and features
- We use a true partnership model with dedicated managing partners for each client
- Our team includes CPAs with decades of combined experience in tax planning
- We offer free initial consultations to develop customized financial strategies
- Three convenient Cincinnati-area locations provide local market expertise
- We combine accounting services with business consulting for holistic solutions
Associations and certifications
- Certified Public Accountants
Services
Payroll Services
Our payroll services ensure accurate and timely processing of employee compensation, tax compliance, and reporting. We handle W-2 and 1099 preparation while maintaining regulatory compliance. Our solutions reduce administrative burdens and ensure error-free payroll management for businesses of all sizes.
Business Consulting
Our business consulting services develop strategic action plans for organizational growth. We provide financial forecasting, risk assessment, and software support to optimize operations. Our advisors help clients navigate complex decisions about investments, restructuring, and long-term planning.
Tax Consulting
We offer comprehensive tax planning and compliance solutions for individuals and corporations. Our services include tax return preparation, audit representation, and wealth preservation strategies. Our experts stay current with evolving regulations to maximize tax efficiency and minimize liabilities.
Accounting
Our accounting services cover financial statements, bookkeeping, and internal control planning. We provide reviews, compilations, and accounting software setup to maintain accurate financial records. Our team ensures proper financial reporting and regulatory compliance for businesses.
Financial Forecasting
We create predictive financial models to guide business decisions and strategic planning. Our forecasting services help clients anticipate market changes and optimize resource allocation. We combine historical data analysis with industry trends to develop actionable financial projections.
People
Jack Leverone
CPA
With over 35 years of experience, Jack Leverone leads our Cincinnati practice, focusing on strategic financial guidance and tax optimization for businesses and individuals.
Jacob Bowman
CPA
Jacob Bowman specializes in business consulting and financial forecasting, bringing analytical expertise to help clients achieve long-term growth and operational efficiency.
Jean Leverone
Advisor
Jean Leverone provides personalized financial advice, focusing on wealth preservation strategies and tax planning solutions tailored to individual client needs.
Bob Sauers
CPA
Bob Sauers offers comprehensive accounting services with expertise in internal control planning and financial statement analysis for corporate clients.
Ann Popp
Advisor
Ann Popp specializes in payroll services and compliance, ensuring accurate tax reporting and efficient compensation management for business clients.
Questions
What accounting services do you offer?
We provide financial statements, bookkeeping, internal control planning, and accounting software setup to maintain accurate records and ensure regulatory compliance.
How do your tax consulting services work?
Our tax consultants offer planning, return preparation, and audit representation while focusing on wealth preservation and minimizing tax liabilities through strategic planning.
What business consulting solutions are available?
We develop strategic action plans including financial forecasting, risk assessment, and software support to help businesses optimize operations and achieve growth goals.
Do you offer payroll management services?
Yes, we handle payroll preparation, tax compliance, and W-2/1099 processing to ensure accurate and timely employee compensation management.
How can financial forecasting benefit my business?
Our financial forecasting creates predictive models using historical data and market trends to help anticipate changes and make informed strategic decisions.
What makes your firm different from other accountants?
Our partnership model provides dedicated managing partners, personalized attention, and combined decades of experience in both accounting and strategic business consulting.
