W J Gordon & Associates CPA

Our Mission

W.J. Gordon & Associates is a trusted accounting and tax firm serving individuals and businesses in Northeast Ohio and throughout the US. Our primary goal is to empower you to make informed financial decisions by providing insightful advice and solutions tailored to your unique needs. We take the time to understand your business, individual tax concerns, and estate planning goals to create a customized roadmap for your success.

Who We Are

Our team of experienced professionals brings over 40 years of collective knowledge and passion to the accounting and tax landscape. Led by Sara M. Lotts, CPA, we combine expertise in accounting, tax planning, and financial management to provide our clients with a comprehensive and personalized experience.

Our Expertise

We offer a comprehensive range of services to meet your diverse financial needs, including:

Business Services

• Accounting systems setup and management
• Financial statement analysis and interpretation
• Business valuations and mergers & acquisitions
• Tax planning and compliance
• Business consulting and advisory services

Accounting Services

• Bookkeeping and payroll services
• Tax preparation and filing
• Accounting software training and support
• Forensic accounting and auditing

Tax Preparation Services

• Individual tax planning and filing
• Corporate tax planning and compliance
• Estate, gift, and generation-skipping tax planning
• Sales tax consulting and compliance

Tax Planning Services

• Retirement planning and optimization
• Business succession planning
• Tax controversy resolution
• International tax planning and compliance

Resources at Your Fingertips

We are committed to providing our clients with easy access to the information and resources they need to make informed financial decisions. Our website features a comprehensive resources section with valuable tools, tips, and educational materials to empower you.

Join Us

We believe in building strong relationships with our clients and fostering a sense of community. Our team is dedicated to providing personalized attention, open communication, and responsive service every step of the way. Contact us today to schedule a consultation and learn how W.J. Gordon & Associates can help you achieve your financial goals.