Pease Bell, CPAs
Cleveland-based regional CPA firm offering audit and assurance, tax advisory and client accounting, with niches in skilled nursing, multifamily housing and mortgage banking.
By service
Accounting firms for tax advisory and compliance
Tax compliance is preparing and filing returns: federal, state and local income tax, sales and use tax, payroll tax, and information returns such as Forms 1099. Tax advisory is the planning around them: choice of entity, credits such as the research credit, multistate exposure, transactions, succession and personal tax for owners.
Who needs it
Every business and most individuals with more than a simple return; especially companies selling into several states, owners planning a sale or succession, and anyone facing an IRS or state notice.
What to ask a firm
- Who prepares our returns and who reviews them? Is the reviewer a CPA or an enrolled agent?
- Can you represent us before the IRS and our state if we are examined?
- Do you plan with us during the year, or only prepare returns after it ends?
- How do you bill: a fixed fee per return, hourly, or a monthly retainer?
21 firms that list tax
| Firm | Size type | Headquarters | Audit | SOC 1 / SOC 2 | Tax | Client accounting | Industry niches listed |
|---|---|---|---|---|---|---|---|
| Pease Bell, CPAs | Regional | Cleveland, OH | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate |
| Deloitte | Big Four | New York, NY | Yes | Not listed | Yes | Not listed | Technology and software, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| EY | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Health care, Banks and financial services, Government and public sector |
| KPMG | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Health care, Banks and financial services, Government and public sector |
| PwC | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services |
| Baker Tilly | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| BDO USA | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Cherry Bekaert | National | Raleigh, NC | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| CLA (CliftonLarsonAllen) | National | Virtual headquarters | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Crowe | National | Chicago, IL | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Eide Bailly | National | Minneapolis, MN | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Forvis Mazars | National | Offices nationwide | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Grant Thornton | National | Chicago, IL | Yes | Yes | Yes | Yes | Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services |
| Plante Moran | National | Southfield, MI | Yes | Not listed | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| RSM US | National | Chicago, IL | Yes | Not listed | Yes | Not listed | Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Wipfli | National | Milwaukee, WI | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Clark Schaefer Hackett | Regional | Cincinnati, OH | Yes | Not listed | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Cohen & Co | Regional | Cleveland, OH | Yes | Not listed | Yes | Yes | Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate |
| Maloney + Novotny | Regional | Cleveland, OH | Yes | Not listed | Yes | Yes | None listed |
| Meaden & Moore | Regional | Cleveland, OH | Yes | Not listed | Yes | Yes | Skilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate |
| Rea Business Advisors | Regional | New Philadelphia, OH | Yes | Not listed | Yes | Yes | Nonprofits, Manufacturing and distribution, Construction, Real estate, Government and public sector |
Deloitte
Big Four firm offering audit and assurance and tax services, with industry practices across financial services, government, health care, real estate and technology.
EY
Big Four firm offering assurance, SOC reporting through its technology risk practice, and tax services, with industry practices including financial services, government, health and technology.
KPMG
Big Four firm offering audit, technology assurance including SOC reports, and tax services, with industry practices including financial services, government, health care, industrial manufacturing and technology.
PwC
Big Four firm offering audit, SOC reporting and tax services, with industry practices including financial services, health services, industrial manufacturing, real estate and technology.
Baker Tilly
National firm offering audit, SOC reporting, tax and outsourced accounting, with industry practices including senior living, real estate and affordable housing, mortgage lenders, government and nonprofits.
BDO USA
National firm offering audit, third-party attestation including SOC reports, tax and outsourced accounting, with industry practices including real estate (residential and multifamily), long-term care, specialty finance and nonprofits.
Cherry Bekaert
National firm offering assurance including SOC reports, tax and outsourced accounting, with industry practices including health care (nursing homes and continuing care retirement communities), technology, government and nonprofits.
CLA (CliftonLarsonAllen)
National firm with a virtual headquarters, offering audit, SOC examinations, tax, and client accounting and advisory, with industry practices including senior living and care, affordable housing, mortgage companies, nonprofits and government.
Crowe
National firm offering audit, SOC reporting and tax services, with industry practices including financial services, health care, public sector, manufacturing, and real estate and construction.
Eide Bailly
National firm offering audit, SOC examinations, tax and outsourced accounting, with industry practices including affordable housing, senior living, technology and SaaS, government and nonprofits.
Forvis Mazars
National firm offering assurance including SOC reports, tax and outsourced accounting, with industry practices including senior living and long-term care, multifamily housing, public sector and nonprofits.
Grant Thornton
National firm offering audit, SOC and other enterprise assurance, tax, and finance and accounting outsourcing, with industry practices including financial services, health care, manufacturing, nonprofits and technology.
Plante Moran
National firm offering audit, tax and outsourced finance and accounting, with industry practices including senior care and living, affordable housing, mortgage banking, manufacturing and government.
RSM US
National firm focused on the middle market, offering audit and tax services with industry practices from manufacturing and construction to nonprofits, health care and real estate, including multifamily.
Wipfli
National firm offering audit, SOC examinations through its risk advisory practice, tax and outsourced accounting, with industry practices including senior living, financial institutions, construction and nonprofits.
Clark Schaefer Hackett
Regional firm offering audit, tax, and outsourced accounting and virtual CFO services, with industry practices including affordable housing, health care and senior living, financial institutions and government.
Cohen & Co
Regional firm offering audit, tax, and managed accounting and office-of-the-CFO services, with industry practices including manufacturing, construction, real estate, health care and nonprofits.
Maloney + Novotny
Ohio firm offering audit and assurance, tax, accounting services and business consulting, plus information security compliance and assurance.
Meaden & Moore
Regional firm headquartered in Cleveland, offering audit, tax, and outsourced controller and CFO services, with industry practices including manufacturing, long-term care, construction and nonprofits.
Rea Business Advisors
Regional Ohio firm, formerly Rea & Associates, offering audit, tax, and accounting and CFO services, with industry practices including government, construction, manufacturing and nonprofits.