Business Details
42 Years
experience
Trusted Certified Public Accountants in Cincinnati, OH
Since 1984, Leverone & Associates has served as a trusted advisor for individuals, family-owned businesses, and corporations seeking comprehensive financial guidance. 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 proactive accounting, tax planning, and business consulting, helping clients navigate complex financial decisions year-round. With three Cincinnati-area locations, we combine deep industry knowledge with localized expertise to deliver tailored solutions. Our services span financial forecasting, payroll compliance, risk assessment, and strategic business consulting, all designed to enhance financial clarity and long-term growth.We prioritize building lasting relationships through transparent communication and a commitment to client success. Our team of certified professionals brings decades of collective experience in accounting, tax law, and business operations. By focusing on sustainable strategies and actionable insights, we empower clients to achieve immediate and future financial goals. Our dedication to excellence is reflected in our track record of supporting clients through evolving economic landscapes while maintaining a client-first approach.
Services
Payroll Services
Business Consulting
Assurance & Accounting
Tax Consulting
Financial Forecasting
Bookkeeping
Tax Return Preparation
Risk Assessment
Software Support
Corporate Tax Planning
Details
- Year established: 1984
Highlights and features
- We use a true partnership model with dedicated managing partners for each client.
- Our team provides year-round financial guidance and strategic planning expertise.
- We combine deep industry knowledge with localized Cincinnati-area business insights.
- Our services include proactive tax planning and compliance in changing tax environments.
- We offer free initial consultations to tailor solutions to client-specific needs.
Services
Tax Consulting
Our tax consulting services provide strategic planning to manage wealth in evolving tax environments. We specialize in corporate and individual tax strategies, compliance, and audit representation. Clients benefit from proactive guidance to optimize tax liabilities and leverage available credits.
Business Consulting
We offer tailored business consulting to develop actionable growth plans. Our consultants analyze operations, assess risks, and implement solutions for financial clarity. Services include forecasting, software support, and strategic business restructuring to enhance long-term success.
Payroll Services
Our payroll services ensure accurate and compliant processing for businesses. We handle tax filings, W-2/1099 preparation, and payroll reporting. Clients receive cost-effective solutions to streamline payroll operations while maintaining regulatory compliance.
Assurance & Accounting
We provide comprehensive accounting and assurance services, including financial statements, bookkeeping, and internal control planning. Our team ensures accurate reporting and analytics to support informed business decisions. Services also cover software setup and reconciliation for operational efficiency.
Financial Forecasting
Our financial forecasting services help clients create long-term roadmaps for growth. We analyze cash flow, investment opportunities, and business restructuring options. This service enables clients to make data-driven decisions aligned with their financial goals and market conditions.
People
Jack Leverone
CPA
With over 35 years of experience, Jack Leverone leads client partnerships and strategic planning. He specializes in tax optimization and business advisory services for Cincinnati-area clients.
Jacob Bowman
CPA
Jacob Bowman focuses on accounting compliance and financial reporting. He brings expertise in internal controls and software implementation to help businesses streamline operations.
Jean Leverone
Advisor
Jean Leverone provides personalized financial guidance, emphasizing long-term wealth preservation and retirement planning strategies for individual clients.
Questions
What accounting services does Leverone & Associates offer?
We provide full-service accounting including bookkeeping, financial statements, payroll processing, and internal control planning tailored to Cincinnati businesses.
Do you offer tax planning for individuals?
Yes, our tax consulting includes personalized strategies for individuals to manage liabilities, optimize credits, and plan for retirement.
How can I schedule a consultation?
Contact us via phone or our website form to arrange a free initial consultation with a Cincinnati office location.
What areas do you serve?
We serve clients across Cincinnati, OH, with offices in Milford, Western Hills, and Montgomery.
Are your advisors certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) with decades of combined experience in accounting and tax law.
Reviews (2)
Jon Reischel
May 16, 2022
Report
Shady and incompetent. I should have heeded the red flags during my initial meeting with Jack when he proposed we do several illegal things to lower the tax burden for my company. He told me he had been doing many of those things himself for years. But the real dagger was the incompetence of not including the most basic piece of information (W2) on my personal return, creating more than a year of IRS notices, potential penalties and interest. I hired another advisor to clean up the mess, while Jack and team refused to take even the smallest level of responsibility.
Todd Lott
May 24, 2021
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Jack and his team are the absolute best! We trust them with complex decisions and they provide insight and guidance that helps us understand complicated tax laws.
