ABOUT ROBERT E. MACKEY CPA LLC

Robert E. Mackey CPA LLC helps businesses, organizations, and individuals to grow profits, achieve their missions, and gain confidence in their overall financial health. We are a Certified Public Accounting firm registered in the State of Ohio.

Robert E. Mackey, CPA

I help entrepreneurs survive the early stages of business and achieve the lifestyle they envision. A CPA since 2004, my broad experience in financial reporting, taxation, auditing, and business process evaluation inform and guide client-centric service delivery. As a business owner myself and former Director Finance of a tax-exempt organization, I understand how to navigate challenges faced by small businesses and charitable organizations.

A member of the American Institute of Certified Public Accountants and the Institute of Internal Auditors, I abide by stringent codes of professional conduct and practice. For me, attention to detail and professional care extends beyond my work product. Clients' concerns come first and understanding them as individuals direct my processes.

Clients benefit from my focus on process improvement, helping them to work on their businesses and not just in their businesses. Freeing them to focus on what matters most to them both commercially and personally.

I live in Grandview Heights, Ohio with my wife Kerri and our four rambunctious children. We enjoy our local library, board games, cooking, music, and outdoor adventures.

My involvement in community organizations includes the Kiwanis Club of Columbus, the Grandview Heights Library Foundation and I am a regular Red Cross blood donor.

Carol J. Mackey, CPA

Carol, or “Mom,” a CPA since 2004, has served small businesses and individuals in Ohio and West Virginia for over 30 years. She works efficiently with clients to achieve practical results. Her focus is primarily on individual tax preparation and outsourced accounting services. She is a Member of the American Institute of Certified Public Accountants.

Outside of work, Carol is active in her church and enjoys reading, music, and her grandchildren.

SERVICES

    • Advice
    We work closely with select clients to help them make more informed decisions, grow their businesses, and achieve quality life goals. Profitability and growth consulting engagements are individualized but may include some or all of the following.
    • Business entity type analysis
    • Budget creation and review
    • Cashflow analysis
    • Forecasting
    • Key performance indicator identification
    • Tax planning
    • Financial performance review
    • Industry benchmarking
    • Quarterly action plans
    • Major purchase evaluation
    • Outsourced Accounting Services
    We’re your accounting department. You need to focus on running the business. We’ll focus on making sure your numbers are up to date and accurate. We work with you as an extension of your team.
    • Reconciling bank accounts
    • Reconciling credit card accounts
    • Preparing financial statements
    • Budget reports
    • Income Tax Compliance

    Reduce stress and have confidence that your returns are completed professionally. We offer convenient electronic document delivery and drop-off/pick-up service at our Grandview Heights office.

    Business Taxes

    • LLCs, sole proprietors
    • Partnerships
    • S-Corps
    • Corporations
    • Charitable Organizations

    Individual Taxes

    • Federal, State, and Municipal income taxes
    • Trusts and estate tax returns
    • Gift tax returns
    • Payroll Services
    You take care of your employees. Let us take care of the tedium. Your payroll will be processed on time, accurately, and securely.
    • Employee setup
    • Payroll processing
    • Payroll tax returns
    • Payroll tax remittances
    • W-2s, W-3s
    • Bookkeeping services
    If you don’t have the bandwidth, or just need to stay “out of the weeds,” we can help keep you current.
    • Processing bill payments
    • Categorizing transactions in QuickBooks Online
    • Tracking contractor expenses
    • Preparing 1099s