Oatney & Associates

Business Details

50 Years

experience

Your Trusted Partner for Accounting Solutions in Lancaster, Ohio

Oatney & Associates, CPAs, Inc. has been a trusted name in accounting and financial consulting since 1976. Our firm was founded on the principles of personalized service, integrity, and results-driven expertise, and we continue to uphold these values as we serve businesses and individuals across Ohio and beyond. With decades of combined experience, our team of certified professionals specializes in tax planning, financial consulting, estate planning, and business advisory services, ensuring clients receive tailored solutions that meet their unique needs. We prioritize building long-term relationships with our clients, offering proactive guidance year-round to help them navigate complex financial landscapes. Our commitment to excellence is reflected in our community involvement, including leadership roles in local organizations and professional associations such as the AICPA and OSCPA. We believe in staying ahead of industry changes to provide strategic, up-to-date advice that maximizes savings, ensures compliance, and supports long-term financial success.

Our client-centered approach means we take the time to understand each individual or businesss goals, challenges, and opportunities, delivering customized strategies that drive results. From startups to established enterprises, we empower clients with the tools and knowledge needed to make informed financial decisions. Our expertise extends to QuickBooks implementation, payroll processing, financial reporting, and IRS representation, ensuring comprehensive support for all accounting needs. We are proud to have earned a reputation for trust and reliability, with clients consistently recognizing our dedication to their financial well-being. At Oatney & Associates, your success is our priority, and we are committed to providing the personalized attention and professional excellence that has defined our practice for over four decades.

Services

Tax Planning Bookkeeping Payroll Processing QuickBooks Setup Financial Consulting Estate Planning IRS Representation Cash Flow Analysis Business Startups Financial Reporting

Details

Year established: 1976

Highlights and features

Experienced professionals serving since 1976 with a reputation for excellence.
Comprehensive services including tax planning, payroll, and QuickBooks support.
Client-centered approach prioritizing personalized financial solutions.
Active community involvement and professional affiliations demonstrate trustworthiness.
Proactive guidance year-round to ensure financial compliance and savings.

What people say

Expert tax savings IRS problem resolution Friendly staff Personalized service Proactive guidance

Website

Update Listing

Services

Tax Planning

Our tax planning services help individuals and businesses minimize liabilities through proactive strategies. We analyze your financial situation, identify deductions, and ensure compliance with federal and state regulations. Clients benefit from expert guidance to optimize savings and avoid penalties.

QuickBooks Setup

We assist businesses in implementing QuickBooks for efficient financial management. Services include software installation, data migration, and system customization. Clients receive training and ongoing support to streamline accounting processes and improve accuracy in financial reporting.

Payroll Processing

Our payroll solutions ensure timely and accurate employee payments, tax filings, and compliance management. We handle direct deposits, wage calculations, and regulatory reporting. Businesses gain peace of mind knowing their payroll obligations are met efficiently and accurately.

Financial Consulting

We provide strategic financial advice tailored to business and individual goals. Services include cash flow analysis, budgeting, and growth planning. Clients receive actionable insights to enhance profitability, manage risks, and achieve long-term financial objectives.

IRS Representation

Our team represents clients during IRS audits and tax disputes. We handle communication, documentation, and negotiations with tax authorities. Clients benefit from expert advocacy to resolve issues efficiently and reduce potential penalties or liabilities.

People

Timothy E. Oatney

Founder & Principal Accountant

With over 40 years of experience, Tim Oatney is a CPA and tax expert specializing in strategic financial planning. He holds a masters in taxation and actively contributes to the accounting community through leadership roles in professional organizations.

Vicky L. Collins

Senior Staff Accountant

Vicky brings extensive expertise in accounting and client service, supporting individuals and businesses with accurate financial reporting and compliance. Her dedication ensures clients receive reliable, personalized solutions to meet their financial goals.

Dakota Toth

Accountant

Dakota Toth, a certified CPA, provides comprehensive accounting services including tax preparation and financial consulting. His focus on detail and client education helps businesses and individuals achieve financial clarity and compliance.

Becky Shonebarger-Bell

Staff Accountant

Becky offers skilled accounting support, assisting clients with bookkeeping, tax filings, and financial reporting. Her commitment to accuracy and personalized service ensures clients receive dependable guidance for their financial needs.

Questions

What accounting services do you offer for small businesses?

We provide tax planning, bookkeeping, payroll processing, QuickBooks setup, financial reporting, and business consulting tailored to small businesses.

Do you offer QuickBooks training and support?

Yes, we offer QuickBooks installation, training, data entry, system updates, and troubleshooting for businesses in Lancaster and Central Ohio.

Can you assist with IRS audits or tax issues?

Yes, our team provides IRS representation and guidance to resolve audits, tax disputes, and compliance challenges efficiently.

What individual financial services are available?

We offer tax planning, estate planning, retirement strategies, IRS representation, and personal budgeting analysis for individuals.

Are your services available outside Lancaster, Ohio?

Yes, we serve clients across Ohio and beyond with in-person, phone, and virtual consultations.

What are your business hours?

We are open Monday-Thursday 8am-5pm, Friday 8am-12pm, and available by appointment evenings and weekends.

Reviews (6)

Write a Review

Shannon Wright

Jan 01, 2021 Report

This is a 5 star tax firm! They have decades of experience. Great customer service and they are up to date on all new tax laws. I would highly recommend Oatney and Associate CPA's.

Dennis West

Dec 20, 2020 Report

Tim and Associates are very Professional and Knowledgeable. We never have to be concerned with the accuracy of our returns. Very friendly and accommodating.

Ed Rowles

Nov 17, 2020 Report

Tim has done work for me for over 25 years. I have been satisfied with his work, otherwise I would not have continued his service this long.

Lucian Szlizewski

Aug 25, 2020 Report

I appreciated the care and skill Oatney and Associates took to remediate my tax issues for FY 17, 18, and 19.

Brenda Fox

Jul 21, 2020 Report

Mr. Oatney and staff are knowledgeable and friendly. They take the worries out of tax preparation. 5 stars!

Jon Adcock

Jun 26, 2020 Report

I was billed $500 for a review of my 2018 tax preparation. I did ask for an estimate and expected a charge of about $400. What I did not expect was to be billed $200/hour for the approximately 1/2 hour that Tim talked about his personal accomplishments. Was considering a change of accountants but concluded that if I could not trust him to perform a simple billing like this that there could be no future trust. Personally, if I meet with a client and we go off on a tangent, I make an adjustment. However I usually do not bill a potential client anyhow.