Individual returns
Federal and state returns for individuals and families, including side income and first-year business owners.
Bookkeeping · Cleanup · Tax Preparation
Bookkeeping and tax for owners who build.
Accurate bookkeeping, cleanup, and tax preparation for contractors and owner-led businesses, with reporting explained in plain English.
Confidential and judgment-freeA clear plan before work beginsLocal to Cincinnati
The Roebling Bridge, Cincinnati
Tax preparation
Tax returns prepared carefully, explained clearly.
We prepare your return from organized records and walk you through what you owe, why, and what you can do differently next year.
- IRS e-file
- Federal & state returns
- Refunds by direct deposit
2026 filing deadlineApril 15, 2027Book early for the best availability.
Sole proprietors & single-member LLCs
Schedule C returns prepared from clean books, with deductions documented and estimated payments planned for the year ahead.
Books + tax bundle
Need the books caught up first? We complete the cleanup and prepare the return together in one engagement, with one point of contact.
Quoted after reviewWhat to bring
- Last year’s tax return
- W-2s and 1099s
- Business income & expense records
- Estimated tax payments made
Common challenges
Falling behind is common. It’s also very fixable.
Most owners we meet are skilled at their trade and short on time. We take the books off your plate and handle cleanup discreetly, without judgment.
- 01Accounts haven’t been reconciled in months.
- 02Your CPA needs records you can’t easily produce.
- 03You can’t tell which jobs or clients are actually profitable.
- 04Tax season arrives before the books are ready.
Who we serve
Focused support for businesses without an in-house accounting team.
Construction & trades
Subcontractors, general contractors, and specialty trades. We understand project-based work and report on it in a way that shows where each job stands.
- Job cost tracking
- Percent-complete reporting
- Retainage & holdbacks
- Change orders
Owner-led businesses & startups
Service businesses, retailers, and early-stage companies, plus individuals who need personal tax preparation or guidance starting a new venture.
- Monthly bookkeeping
- Tax preparation
- Cash flow reviews
- New business setup
Our process
A clear path from catch-up to consistent monthly reporting.
- Step 01
Review
An initial consultation and review of your current books. You receive a written summary of findings and a clear plan.
- Step 02
Cleanup
We reconcile all accounts, correct miscoded transactions, and tie your records to bank, loan, and payroll statements.
- Step 03
Ongoing reporting
Monthly reconciliations, a concise financial report, and a regular review of cash, margins, and upcoming obligations.
Services
Services built around how your business actually runs.
Monthly bookkeeping
Bank, credit card, and loan accounts reconciled monthly, with transactions categorized by job, customer, or department.
Cleanup & catch-up
Historical cleanup for prior months or years, so you start from accurate, reconciled records.
Tax preparation & planning
Individual, sole proprietor, and single-member LLC returns, e-filed, with planning recommendations before year-end.
Job costing & project reporting
Job-level margins, progress versus billings, and retainage, summarized for owners.
Advisory reviews
Monthly or quarterly meetings covering cash flow, budgets, pricing, hiring, and financing decisions.
Systems & setup
New file setup, conversions from prior systems, and a chart of accounts structured around your work.
About the firm
Corporate-level rigor, scaled for small business.
Our team brings long-standing experience in accounting, auditing, and financial management across government and private organizations, including internal controls, cost accounting, and federal, state, and local compliance. The Hearthwell Group applies that same discipline to owner-led businesses that need clear, dependable numbers.
- Experience
- Government & private sector
- Location
- Cincinnati, Ohio
Get started
Request a consultation.
Share a few details about your business. We’ll follow up to schedule a call and outline clear next steps.