Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Cincinnati, OH
Founded in 1967, FRANZ CPAs has established itself as a trusted accounting firm serving individuals and owner-managed businesses nationwide. Our mission centers on delivering value-added services through a team of highly skilled professionals dedicated to client growth and prosperity. We combine technical expertise with personalized attention, offering tailored auditing, tax, and consulting solutions that evolve with our clients' needs. With decades of collective experience, our CPAs specialize in sectors like HOAs, nonprofits, construction, and retail, ensuring accurate financial reporting and compliance.We prioritize proactive communication, providing regular updates and strategic planning to empower informed decision-making. Our commitment to competitive pricing, timely execution, and transparent client relationships distinguishes us in the accounting industry. Headquartered in Cincinnati, Ohio, we maintain a national reach while preserving the personal touch that defines our service philosophy.
Services
Auditing & Accounting
Tax Preparation
Business Consulting
Payroll Services
Estate Tax Planning
Details
- Year established: 1967
Highlights and features
- We offer personalized accounting solutions tailored to your specific needs.
- Our team includes CPAs with decades of experience in diverse industries.
- We provide year-round financial guidance, not just annual tax services.
- We specialize in complex sectors like HOAs, nonprofits, and construction.
- We maintain transparent communication and competitive pricing.
Services
Auditing & Accounting
Our Auditing & Accounting Department prepares audited, reviewed, and compiled financial statements for clients in multiple sectors. We ensure accurate bookkeeping through monthly bank reconciliations and year-end adjustments while maintaining compliance with accounting standards. Our services support Homeowners Associations, construction firms, and nonprofit organizations with tailored financial reporting solutions.
Tax Preparation
We specialize in federal, state, and local tax return preparation for corporations, partnerships, individuals, and trusts. Our team stays current with evolving tax laws to ensure compliance while implementing strategic planning techniques that optimize financial outcomes for both personal and business taxpayers across the United States.
Business Consulting
Our consulting services include business valuations, buy/sell agreements, and merger/acquisition strategies. We provide customized financial planning that addresses both immediate needs and long-term objectives, helping clients make informed decisions about their business operations and growth opportunities.
Payroll Services
We manage comprehensive payroll solutions that ensure accurate employee compensation and tax compliance. Our services include payroll tax filings, wage reporting, and year-end Form W-2 preparation while maintaining adherence to federal and state employment regulations for businesses of all sizes.
Estate Tax Planning
Our estate tax planning services help individuals and families navigate complex inheritance tax requirements. We develop strategies to minimize tax liabilities while ensuring proper asset distribution through trusts, wills, and other estate planning instruments tailored to each client's unique circumstances.
People
Edward L. Soergel
President
CPA President managing tax department operations with expertise in IRS audits, mergers & acquisitions, and estate tax planning. Member of AICPA and Ohio Society of CPAs since graduating from University of Cincinnati.
Anthony J. Borgerding
Vice President
CPA Vice President overseeing auditing and accounting services with specialized experience in CIRAs and nonprofit organizations. Holds MBA from Xavier University and maintains dual membership in national and state CPA associations.
Questions
What accounting services does FRANZ CPAs offer?
We provide auditing, financial statement preparation, tax planning, and consulting services for individuals and businesses across multiple industries.
Do you serve clients outside Cincinnati?
Yes, our Cincinnati-based firm serves clients in all 50 states through remote and in-person capabilities.
What industries do your accountants specialize in?
Our team specializes in Homeowners Associations (HOAs), construction, nonprofit organizations, retail, and service-based businesses.
How do you handle year-end tax preparation?
We provide comprehensive tax planning and preparation for individuals and businesses, including income, payroll, and estate taxes.
Can you assist with business succession planning?
Yes, we offer buy/sell agreements, business valuations, and merger/acquisition consulting as part of our strategic planning services.
