S.C. Thomas & Associates, CPA

S.C. Thomas & Associates, CPA, LLC, is a distinguished Certified Public Accounting firm that has been delivering tax, accounting, and financial services for over three decades. Our headquarters are located in Medina, Ohio, and we proudly serve clients from all across the United States.

We firmly believe that proper advice should cover multiple disciplines, and we strive to provide our clients with tailored solutions that cater to their unique needs. We are dedicated to helping our clients reach their financial goals and achieve success in their personal and professional lives.

Our team is led by our Principal, Sandra C. Thomas, who is a Certified Public Accountant in the State of Ohio and has been awarded the PFS (Personal Financial Specialist) designation by the American Institute of Certified Public Accountants (AICPA). She is also a Registered Investment Adviser with the State of Ohio Division of Securities.

Sandra founded the firm in 1989 and has been committed to providing exceptional financial advisory services to her clients ever since. Her expertise and knowledge in taxation, accounting, and financial planning have helped countless individuals and businesses achieve financial stability and prosperity.

Our Services

At S.C. Thomas & Associates, CPA, LLC, we offer a wide range of financial services designed to meet the diverse needs of our clients. These services include:

• Tax Services: We provide comprehensive tax planning, preparation, and representation services for individuals, businesses, estates, and trusts. Our team is dedicated to ensuring that our clients are in compliance with all tax laws and regulations and that they are taking advantage of all available tax savings opportunities.

• Wealth Management: Our wealth management services are tailored to help our clients achieve their long-term financial goals. We use a disciplined approach to investment management, focusing on income-based investing to create a steady income stream for our clients. This approach helps protect our clients' portfolios in both good market times and bad.

• Financial Planning: We offer personalized financial planning services designed to help our clients make informed decisions about their financial resources. Our team will work closely with you to understand your financial goals and develop a plan that is tailored to your unique needs and circumstances.

• Retirement Planning: Planning for retirement can be a complex and challenging process, but with the help of our experienced team, you can feel confident that you are on the right track. We will work with you to develop a comprehensive retirement plan that addresses all aspects of your financial future.

• Budgeting/Planning: Our budgeting and planning services are designed to help our clients manage their finances effectively and make the most of their financial resources. We will work with you to create a budget that aligns with your financial goals and helps you achieve financial stability and security.

Our Philosophy

At S.C. Thomas & Associates, CPA, LLC, we believe that our clients are more than just dollar values. They are individuals with unique needs, goals, and circumstances. That's why we are dedicated to providing personalized services that cater to each client's specific requirements. We are committed to helping our clients achieve financial success and security, and we believe that this can only be accomplished through a personal and tailored approach.

Our investment management service has developed over the years in response to a growing demand for longer-term conservative investing that involves more than just "chasing gains." Our firm's philosophy is income-based, and we concentrate on creating a steady income stream for our clients. This approach helps protect our clients' portfolios in both good market times and bad.

Our Credentials

Our firm is registered with the State of Ohio Board of Accountancy, and our Principal, Sandra C. Thomas, is a Certified Public Accountant in the State of Ohio. She has also been awarded the PFS (Personal Financial Specialist) designation by the AICPA and is a Registered Investment Adviser with the State of Ohio Division of Securities.

For more information on our firm's license or on Certified Public Accountants in general, please visit the Ohio Board of Accountancy's website at http://www.acc.ohio.gov. You can also search for us through the Financial Industry Regulatory Authority (FINRA) at http://www.finra.org using our firm's CRD number (121666).