Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Clearwater, FL
Maloney & Novotny has been a trusted name in accounting and business advisory services for over 90 years. Founded in 1932, our firm was built on the principles of commitment, integrity, and teamwork, which continue to guide our approach today. With a team of more than 150 professionals across six locations, we serve over 6,500 clients nationwide, offering tailored solutions in tax, audit, consulting, and risk assurance. Our locally owned and independent structure allows us to combine deep industry expertise with personalized service, ensuring clients receive strategic advice aligned with their unique goals. Recognized as one of Ohios largest regional CPA firms, we maintain affiliations with leading professional organizations, including the AICPA and Nexia International, to stay at the forefront of industry standards.Our dedication to excellence is reflected in accolades such as being named one of Accounting Todays Best Accounting Firms to Work For. We prioritize long-term relationships, proactive problem-solving, and continuous innovation to help clients navigate financial challenges and achieve sustainable success. From family office services to SOC compliance audits, our comprehensive expertise spans diverse industries, including healthcare, education, and construction. By fostering a culture of collaboration and lifelong learning, we empower both our clients and our team to thrive in an ever-evolving economic landscape.
Services
Tax Services
Accounting Services
Business Consulting
Audit & Assurance
Family Office Services
SOC Reporting
Risk Advisory
Employee Benefit Plans
Nonprofit Accounting
Cybersecurity Compliance
Details
- Year established: 1932
Highlights and features
- We offer 90+ years of experience in accounting and advisory services.
- Our team includes 150+ professionals with industry-specific expertise.
- We hold HITRUST and ISO 27001 certifications for cybersecurity compliance.
- We provide tailored solutions for diverse industries like healthcare and education.
- Our locally owned structure ensures personalized, responsive client service.
Associations and certifications
- HITRUST
- ISO 27001
What people say
Stress-free audits
Proactive approach
Timely responses
Dedicated leader
Unparalleled willingness
Services
Tax Services
Our Tax Services focus on maximizing client value through strategic planning, compliance, and detailed methodology. We cater to businesses and individuals, addressing federal, state, and international tax needs. With expertise in complex filings and optimization strategies, we help clients minimize liabilities while ensuring adherence to evolving regulations.
Audit & Assurance
We provide comprehensive audit and assurance services, including SOC reporting and HITRUST compliance. Our team tailors audits to client-specific risks, ensuring accurate financial reporting and regulatory compliance. By combining technical expertise with industry insights, we enhance transparency and stakeholder confidence.
Business Consulting
Our Business Consulting services address operational challenges across industries. We deliver customized solutions for growth, risk management, and process efficiency. With deep sector knowledge, we guide clients in strategic planning, mergers, and compliance, fostering long-term competitiveness and stability.
Family Office Services
M+N Family Office Services offers tailored wealth planning for multi-generational families. We manage financial, legal, and succession needs, integrating tax strategies and estate planning. Our holistic approach ensures alignment with family goals, preserving legacy and facilitating intergenerational wealth transfer.
SOC Reporting
We specialize in SOC audits, including SOC 1, SOC 2, and cybersecurity reporting. Our certified team prepares organizations for HITRUST and ISO 27001 compliance, ensuring robust internal controls. These services help clients demonstrate trustworthiness to stakeholders and meet regulatory demands in financial and healthcare sectors.
People
Jon Ruple
Managing Partner
Jon Ruple leads Maloney & Novotny as Managing Partner, driving strategic growth and client service excellence. Recognized in Cleveland Magazines The Cleveland 500, he brings decades of accounting and leadership experience to the firms operations.
Allison Sayre
Audit Senior
Allison Sayre, an Audit Senior, was honored in Crains Cleveland Business Class of 2025. Her expertise in audit processes and dedication to client success reflect Maloney & Novotnys commitment to nurturing top-tier talent in the accounting profession.
Steve Ansberry
Shareholder
Steve Ansberry, a newly elected shareholder, exemplifies professionalism and leadership. With a focus on client service and integrity, he contributes to the firms mission of excellence in accounting and advisory solutions.
Katie Nhori
Shareholder
Katie Nhori, a shareholder, brings dedication and expertise to Maloney & Novotnys team. Her work emphasizes client-centric solutions and adherence to the highest standards of accounting professionalism.
Dale Dresch
Director of IT Services
Dale Dresch leads IT services and SOC compliance initiatives. As a HITRUST CSF Assessor, he specializes in cybersecurity audits, guiding clients through complex regulatory landscapes with technical precision and strategic insight.
Questions
What services does Maloney + Novotny offer?
We provide tax, audit, accounting, business consulting, SOC reporting, family office services, and industry-specific advisory solutions.
How long has Maloney + Novotny been in business?
Founded in 1932, we have served clients for over 90 years with accounting and advisory expertise.
Which industries do you specialize in?
We work with healthcare, education, construction, nonprofit, insurance, and wholesale distribution sectors, among others.
How can I schedule a consultation?
Visit our website or contact Dale Dresch at (216) 344-5296 to arrange a free, no-obligation consultation.
What accreditations does your firm hold?
We are HITRUST CSF Assessors and comply with ISO 27001 standards for cybersecurity and compliance audits.
Are you a locally owned firm?
Yes, we are locally owned and operate as an independent, regional CPA firm with offices in Ohio and Florida.
Reviews (1)
Will Carlson
Nov 15, 2019
Report
Had my taxes done here as a new business owner and was told I would receive help with quickbooks. I had a budget of $500 set aside, which according to multiple businesses operating on my level (single member LLC) was high for the work I needed done. I did as much as possible on my end to ease the process and came out with a $500.00 invoice, the top end of my budget. I received no help with quickbooks, and the staff was completely unorganized.
I also tried following up a month ago with the office, since they have all my information, to see if my business was on track for the year, and still have not received a reply. If you want a CPA that doesn't care about your business and abandons work, this is the one.
I also tried following up a month ago with the office, since they have all my information, to see if my business was on track for the year, and still have not received a reply. If you want a CPA that doesn't care about your business and abandons work, this is the one.
