Business Details
50+ Years
experience
Your Trusted Accounting Partner in West Chester, Ohio
Founded in 1957, UGJ CPAs has built a legacy of excellence in accounting with a steadfast commitment to personalized service. Our firm prioritizes understanding individual client needs, delivering tailored solutions that address both current and future financial challenges. With a team of experienced professionals, we combine technical expertise in tax preparation, financial statements, and business valuations with a client-centric philosophy.We emphasize proactive communication, offering timely tax-saving strategies and addressing potential issues before they arise. Located in West Chester, Ohio, we serve businesses, individuals, and nonprofits, maintaining a reputation for reliability and integrity in every engagement. Our approach ensures clients receive value-driven services while fostering long-term partnerships grounded in trust and mutual success.
Services
Tax Preparation
Business Valuations
Financial Statements
Payroll Services
Financial Planning
Details
- Year established: 1957
Highlights and features
- We have over 65 years of experience serving West Chester businesses and individuals.
- Our team provides tailored financial solutions to meet unique client needs.
- We prioritize proactive tax-saving strategies and transparent communication.
- Our staff maintains deep expertise in accounting, payroll, and business valuations.
- We operate with a community-focused philosophy, supporting local initiatives.
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We specialize in minimizing liabilities through strategic deductions while adhering to evolving regulations. Clients receive personalized guidance to optimize their financial outcomes.
Business Valuations
We provide precise business valuations for mergers, acquisitions, or internal planning. Our analysis considers market conditions, financial health, and growth potential to deliver actionable insights for informed decision-making.
Financial Statements
Our financial statement services offer clear, standardized reporting for businesses. We ensure accuracy in balance sheets, income statements, and cash flow analyses to support transparency with stakeholders and regulatory compliance.
Payroll Services
We handle payroll processing, tax withholdings, and compliance reporting to streamline employee compensation. Our system ensures timely payments and adherence to federal and state regulations, reducing administrative burdens.
Financial Planning
Our financial planning services address business growth, retirement, and education funding. We create customized roadmaps to help clients achieve long-term objectives while adapting to changing economic landscapes.
People
Tim Spangler
CPA
Tim Spangler, a CPA at UGJ, brings expertise in accounting and financial strategy. With education from University of Notre Dame and Xavier University, he delivers precise solutions for business clients.
Julie Hoban
Office Manager
Julie Hoban manages office operations at UGJ, ensuring efficient client service. Her organizational skills and commitment to client satisfaction support the firm's people-first approach.
Gayle Kaiser
Administrative Assistant
Gayle Kaiser provides administrative support at UGJ, maintaining attention to detail in client interactions. Her role ensures smooth operations and timely assistance for all client needs.
Robert Flowers
Accountant
Robert Flowers, an accountant at UGJ, specializes in financial reporting. His background from Georgia Southwestern University supports accurate and compliant accounting solutions for diverse clients.
Steve Draper
Accountant
Steve Draper offers accounting expertise at UGJ, focusing on client-specific financial needs. His work ensures clarity and compliance in reporting for businesses and individuals.
Questions
What accounting services does UGJ CPAs offer?
We provide tax preparation, financial statements, payroll processing, business valuations, and financial planning tailored to businesses and individuals.
Are your services available for small businesses?
Yes, we serve businesses of all sizes, offering customized accounting solutions to meet specific operational and financial needs.
Do you provide tax-saving strategies?
We proactively identify tax deductions and credits to minimize liabilities while ensuring compliance with current regulations.
What are your office hours?
Our standard hours are Monday-Thursday 9 AM–4 PM and Friday 9 AM–1 PM, with additional availability by appointment.
Where are you located?
We are based in West Chester, Ohio, at 7419 Kingsgate Way, serving local and regional clients.
