Business Details
31 Years
experience
Trusted Accounting and Tax Services in Marion, OH
Custom Professional Accounting has been delivering expert tax and financial solutions for over three decades. Our firm combines extensive experience with innovative strategies to serve individuals, businesses, and charities. Led by seasoned professionals like Mary Costa, Enrolled Agent, and Jean Obenour, Vice President and Accountant, we prioritize proactive tax planning, accurate accounting, and efficient payroll services. Rooted in Marion, Ohio, we leverage deep local knowledge to address unique client needs while supporting community initiatives.Our commitment to staying current with tax regulations ensures clients receive reliable, forward-thinking advice. By integrating cutting-edge technology with personalized service, we help clients achieve financial clarity and long-term success. Our team's decades of hands-on expertise and dedication to excellence have established us as a trusted partner in financial management.
Services
Tax Preparation
Tax Planning
Accounting Services
Payroll Services
Details
- Year established: 1995
Highlights and features
- We offer proactive tax planning to minimize long-term liabilities.
- Our team includes an Enrolled Agent with over 35 years of tax expertise.
- We serve Marion, Ohio, and surrounding communities with local insights.
- We ensure compliance with evolving tax regulations and reporting standards.
- Our services integrate seamlessly with payroll and financial planning needs.
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Preparation
We provide accurate, timely tax preparation for individuals, businesses, and nonprofits. Our team ensures compliance with federal, state, and local regulations while identifying deductions to minimize liabilities. With expertise in evolving tax laws, we simplify the filing process and offer audit support when needed.
Tax Planning
Our proactive tax planning identifies strategies to reduce long-term liabilities. Using advanced software, we analyze returns to uncover savings opportunities, including retirement distributions, Roth conversions, and business structure optimization. This forward-thinking approach helps clients make informed financial decisions aligned with their goals.
Accounting Services
We offer tailored accounting solutions for businesses and charities, including bookkeeping and customized financial reports. Our services ensure compliance, transparency, and strategic decision-making support. Specialized nonprofit reporting maintains adherence to IRS guidelines, fostering accountability and organizational growth.
Payroll Services
Our payroll services ensure accurate, compliant processing for businesses of all sizes. We handle tax withholding, direct deposits, and regulatory filings while integrating with tax planning strategies. This comprehensive approach saves time and reduces administrative burdens, allowing clients to focus on business growth.
People
Megan Wilson
President, Accountant
Megan Wilson leads Custom Professional Accounting with a focus on client-centric service and firm growth. Her leadership ensures personalized financial solutions while maintaining operational excellence.
Jean Obenour
Vice President, Accountant
Jean Obenour brings over 30 years of tax and accounting expertise to our team. Recognized in the Marion Technical College Alumni Hall of Fame, she delivers precise financial guidance and strategic insights.
Mary Costa
Enrolled Agent, Accountant
Mary Costa, an Enrolled Agent with 35+ years of experience, specializes in tax compliance and preparation. Her deep knowledge ensures clients receive accurate, up-to-date advice for complex tax scenarios.
Questions
What services does Custom Professional Accounting offer?
We provide tax preparation, strategic tax planning, accounting services, and payroll management for individuals, businesses, and nonprofits.
How does tax planning differ from tax preparation?
Tax preparation focuses on filing current-year returns, while tax planning identifies long-term strategies to minimize future tax liabilities using advanced analysis.
Are your services available for nonprofits?
Yes, we specialize in nonprofit tax filings, financial reporting, and compliance with IRS guidelines for 501(c)(3) organizations.
How can payroll services benefit my business?
Our payroll services ensure accurate, compliant processing, saving time while integrating with tax strategies to optimize financial efficiency.
What experience does your team have?
Our team includes an Enrolled Agent with 35+ years of experience and professionals with over 30 years of combined tax and accounting expertise.
Reviews (4)
Dale Simpkins
Jun 14, 2022
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Jean and her team are the best. They really know their stuff and are very reasonably priced. Highly recommend!
Carolyn Samardge
Apr 14, 2022
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They're very nice & respectful! They are very good about making sure they have all the tax information that they need to handle the taxes. I would & have recommended them to anyone looking for a good Tax accountant!
Angie Mosher
Dec 12, 2020
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I was referred to this place by a few health professionals. Don't bother calling if you are not a current customer and need tax advice. They are not willing to listen or talk to you! Even will hang up on you rather than listen to your needs. All a girl needed was a few answers about how the cares act and IRA distributions affect taxes. I even offered to pay to have a question answered. I'll pray your never in my situation to need some advice.
Mark Goodwin
Jun 11, 2018
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I have trusted Custom Professional Accounting to do my books, payroll and taxes for many years. They are friendly, available and reasonably priced. I would happily refer any friend, family or business partner to them for their services.
