Frequently Asked Questions

Why should I consider using an accounting service?
Using an accounting service allows you the freedom to do what you do best run your business. With your books properly maintained, you'll have the knowledge you need to make critical decisions about your business in a timely manner, knowing that your information is correct and complete.

How much do you charge?
CDL Accounting, LLC offers affordable services for every type of business. Whether you need basic bookkeeping or sophisticated financial statements prepared, we offer flexible packages as well as individual services to suit your needs.

What payroll services do you provide?
We are happy to assist our clients with payroll preparation. We offer services such as check preparation, paying applicable payroll taxes, payroll tax returns as well as assisting your business in offering direct deposit and the preparation of W-2 forms. Contact us today for more information regarding how we can streamline your payroll process.

Do you work with individuals?
Absolutely. CDL Accounting, LLC works with individuals on tax preparation and filing as well as assisting with other family financial and money management matters.

What services do you offer for individuals?
CDL Accounting, LLC offers individual tax return preparation. In addition, we regularly deal with individual business entities such as sole proprietorships. No matter your situation, CDL Accounting, LLC is prepared to assist you.

I've just been notified that I'm going to be audited by the IRS. What should I do?
The first thing is: Don't panic. If you paid someone to do your taxes, let them know. The IRS does a lot of audits. An audit is simply the process whereby the IRS determines that you reported all your income and claimed the correct exemptions, credits, and deductions. If you need additional help, call us. We'll be happy to walk through the process with you.

Do you assist during IRS audits?
Whether or not we have done your tax return, we will be happy to assist you in navigating the waters of an IRS audit. Just call our office to schedule a time for us to meet to discuss your personal tax situation.

I'm thinking about selling my business. Can you help me get my books in order?
Of course. At CDL Accounting, LLC, we can work with you to get your financials in order to help you understand the value of business. Our team has a strong background in the financial analysis of companies.

Do you have a CPA on staff?
Yes, we do. Donald Davis is a CPA licensed in the state of Ohio.

What type of bookkeeping services do you offer?
We offer bookkeeping services for small businesses in every industry that include accounts receivables, accounts payable, automated and manual bill payments, as well as creating financial statements and the preparation of 1099's.

What kind of accounting software do you use?
At CDL Accounting, LLC, we prefer to use Quickbooks. One of our staff members is Quickbooks certified, offering the most up to date advice on how to combine technology with solid accounting practices.

How does direct deposit work?
Direct deposit is easy to set up. We simply route funds from your bank to your employees through Quickbooks using the employee's bank account numbers. Using direct deposit saves you the step of having to prepare and distribute paper checks to your staff and gives them the convenience of always knowing when money will be deposited to their account.

Will you prepare 1099's without doing our regular bookkeeping?
Absolutely. We have a full array of services that we can customize to your needs. Call us today to set up a consultation so that we can discuss which services might be best for you and your company.

Can you help me with my general tax planning each year?
Of course. At CDL Accounting, LLC, we always are up to date on changes to the tax code and can help you with tax credits and tax deductions that might apply to your individual or business situation.