Serle & Associates, CPA, LLC

12/09/2025

We are proud and excited to announce the launch of our new website at:
http://serlecpa.com

Our new website can help you in many ways and make your tax time so much easier. How?

Subscribe to our monthly newsletter: Our website hosts our current tax-related newsletter and also an archive of past newsletters so that you can keep up to date on what is happening in the tax world. Or have the latest tax-saving tips and news sent directly to your email inbox! Go to the Newsletters menu tab and subscribe by adding your email address. You can also see the tax tips that we mail out under "Tom's Tax Tips".

Download forms and checklists: Be prepared for your tax appointment by downloading and filling out the information before you have your meeting. This step will save lots of time at the appointment and make the whole process proceed smoothly and effortlessly. A tax appointment checklist can be found under the ‘Resources’ menu.

Review financial calculators and tax resources: Want to find out how much your mortgage payment would be if you refinance? How much do you need to save each year for your child’s college education? http://serlecpa.com, click on the ‘Resources’ menu tab and choose from many different subjects that may interest you. Also included under Resources are links to updated tax forms, tax due dates and ‘Where’s my refund?’.

Use the Secure Client Portal to securely send and receive files: Need to send a confidential document to us (like a W-2 or 1099) or access files? Send us a request by email and we will create an account within our portal. You can then log in to the portal on our website and upload a document.

Professional CPA services for individuals and businesses.

07/31/2025

07/11/2025

Discover all that Serle & Associates, CPA, LLC has to offer on our website!

Stay informed with the latest updates, explore our wide range of offerings, and connect with everything exciting happening here.

Visit us at https://serlecpa.com today to see what’s waiting for you!

Professional CPA services for individuals and businesses.

06/12/2025

A new website is coming soon!!

Send a message to learn more

07/19/2022

We are having phone issues today so if you need to reach us please e-mail us. Thank you and hope everyone has a great day!!

05/26/2021

Anyone that is trying to get a hold of us please be advise we are without power at the moment due to the storm ⛈. Sorry for any inconvenience.

02/26/2019

HOW CAN YOU USE CASH BASIS TO SAVE YOU TAX DOLLARS
Let’s say your business is having a good year and you want to delay income, you can wait till close to end of year to bill your customers, so you won’t receive payment till next year. You can also prepay up to 12 months of any of your expenses except interest and inventory. For example you can prepay rent, utilities, insurance, repairs, accounting fees or other expenses.

If your business is not having a good year you can accelerate billing to bring income into current year or delay paying expenses (what you can) till next year.

02/26/2019

DELINQUENT TAXES WILL PREVENT YOU FROM GETTING OR RENEWING YOUR PASSPORT
If you owe more than $51,000 in delinquent taxes, you will be at risk of not being able to renew or get a passport. Guess the IRS doesn’t want you going anywhere.

01/08/2019

CASH BASIS MADE MUCH MORE AVAILABLE
The new law greatly increased the availability of the cash basis method of accounting. Basically any business with less than $25 million in sales can adopt the cash method of accounting. The cash basis allows your business to only recognize income when you receive payment and deduct expenses when paid. I will be talking to several clients about changing to cash basis.

12/27/2018

New 2019 minimum wage will be $8.55 an hour and $4.30 for tipped employees. If annual sales are less than $314,000 then employer not subject to Ohio minimum wage and can pay federal minimum wage of $7.25 and tipped wage of $2.13.