Sadar Group

Business Details

Expert Accountants in Mentor, OH

At Sadar Group, we are committed to delivering excellence and efficiency in accounting, tax, and advisory services. With over 25 years of experience serving small- to medium-sized businesses and individuals, our firm combines deep technical expertise with personalized service. Our team of Certified Public Accountants (CPAs) and Certified Valuation Analysts (CVAs) specializes in tax planning, business valuations, estate planning, and forensic accounting, ensuring clients receive strategic solutions tailored to their unique needs. Our vertical organizational structure guarantees that one dedicated CPA manages your account, supported by collaborative input from our entire team to maximize accuracy and insight.

We prioritize timely, transparent communication and maintain active memberships in prestigious professional organizations, including the Ohio Society of CPAs and the National Association of Certified Valuation Analysts. Our mission is to help clients minimize tax liabilities, enhance profitability, and achieve long-term financial success through proactive planning and expert guidance.

Services

Tax-Saving Strategies Business Valuations Estate Planning Litigation Support Succession Planning Profitability Analysis Tax Planning Controllership Services Cost Segregation Studies Cash Management

Highlights and features

We exclusively hire Certified Public Accountants (CPAs) with decades of combined experience.
Our vertical structure ensures one dedicated CPA manages your account for consistent service.
We provide collaborative expertise through team-based policy-setting and tax-strategy meetings.
Our firm includes Certified Valuation Analysts (CVAs) specializing in business valuations.
We maintain active memberships in leading professional accounting organizations.

Associations and certifications

Ohio Society of Certified Public Accountants
National Association of Certified Valuation Analysts
National Association of Tax Professionals
National Society of Accountants

Website

Update Listing

Services

Tax-Saving Strategies

Our tax-saving strategies focus on minimizing liabilities for individuals and businesses through proactive planning and compliance. We analyze financial situations to identify deductions, credits, and structuring opportunities aligned with evolving tax laws. Our team educates clients on optimizing income and expenses to maximize savings while maintaining regulatory compliance.

Business Valuations

Certified Valuation Analysts provide detailed business valuations for mergers, acquisitions, litigation, or succession planning. We analyze financial health, market position, and growth potential to determine accurate valuations. Our reports help clients make informed decisions about sales, partnerships, or strategic investments.

Estate Planning

We design estate plans to minimize tax burdens and protect assets for heirs. Our strategies include trusts, gifting, and legal structures to ensure smooth wealth transfer. We collaborate with legal professionals to create comprehensive plans that align with clients' long-term goals and family needs.

Litigation Support

Our forensic accounting services provide expert analysis for legal disputes, including fraud investigations and damage assessments. We prepare court-ready reports and testimony to clarify financial complexities. We specialize in identifying red flags and quantifying losses in business litigation cases.

Succession Planning

We develop succession plans to ensure business continuity during ownership transfers or leadership changes. Our strategies address funding, legal structures, and operational guidelines to protect family-owned businesses. We help clients create actionable roadmaps for smooth transitions without disrupting operations.

People

Joanne M. Sadar

President

Joanne M. Sadar, CPA, MBA, CVA, has over 30 years of experience in accounting and business management. She leads Sadar Group, specializing in tax strategy and business valuations. Her background includes roles at Big Four firms and Fortune 500 companies.

Gregg Brickman

CPA, EA

Gregg Brickman, CPA and Enrolled Agent, specializes in tax strategies for small businesses. With 15+ years of experience, he provides expert guidance on compliance, deductions, and IRS representation. He graduated from Kent State University in 1996.

Questions

What services does The Sadar Group offer?

We provide tax planning, business valuations, estate planning, forensic accounting, succession planning, and controllership services tailored to small- to medium-sized businesses and individuals.

Are your accountants certified professionals?

Yes, our team consists exclusively of Certified Public Accountants (CPAs) and includes Certified Valuation Analysts (CVAs) with specialized expertise in tax and business valuations.

How does your vertical organizational structure benefit clients?

One dedicated CPA manages your account, ensuring personalized service while leveraging collaborative input from our entire team for comprehensive, accurate solutions.

Do you work with businesses outside Ohio?

While based in Mentor, Ohio, we serve clients nationwide through remote consultations and tailored advisory services for businesses in various industries.

What sets your tax planning services apart?

We focus on proactive tax education and strategy, monitoring legislative changes to minimize liabilities and maximize savings for individuals and closely-held businesses.

Can you assist with business succession planning?

Yes, we help businesses develop transition strategies to ensure continuity, addressing ownership transfers, funding needs, and operational guidelines for long-term success.

Reviews (6)

Write a Review

Frederick Burger

Jun 21, 2019 Report

I can't recommend The Sadar Group highly enough! They've done both my personal and corporate tax services for over 30 years with absolutely no problems. They are always up on any changes in the tax regulations and make my life any easy as possible. Professional, courteous, efficient-what more is there to say?

Laurel DeLara

Mar 19, 2019 Report

Joanne and her team are so helpful and knowledgeable about the new tax laws. As a small business owner her help and guidance have been conducive to the improvement of my business!

Wendy Stanich

Feb 05, 2019 Report

If you're looking for a CPA, I highly recommend the team at The Sadar Group. Huge changes this year in the tax laws, which can have a major impact on your business or investments. Extremely professional, easy to work with and they're nice!

Barbara Horvath

Nov 19, 2018 Report

As an in house accountant for several small businesses, I have the privilege of being able to refer several people to someone I have total confidence in as far as taxation knowledge and professional courtesy. I have been referring my family members, friends, and clients to The Sadar Group for years now for their individual tax preparation needs and small business tax requirements. I only refer people to someone I would refer my family members to, and I would certainly recommend this company.

Everyone I have referred continues to have The Sadar Group handle their personal and business taxes. I would rate the organization very highly on tax knowledge, response to my tax needs and questions, and my comfort level with sharing and dealing with such matters. The tax document preparation has been superbly handled on time and at reasonable prices. I have no doubt you will be completely satisfied with their services and their pricing

Melinda Melton

Apr 26, 2018 Report

If you want an accountant who is professional, returns your calls promptly and responds to questions promptly, someone who goes above and beyond to ensure things are done correctly, Sadar is who you should call.

Dave Petti

Jan 28, 2014 Report

I have been a client since 2002 and have been more than pleased with the professional and personal service the Sadar Group has provided my company.