Ciuni & Panichi, Inc. offers a full range of accounting, tax, wealth management and business advisory services. For more than four decades, our professional team has shared their expertise and experience with clients in a wide range of industries, small and large, located throughout Northeast Ohio. We look out for their best interests, anticipate their needs, and deliver true value to their business.
Adjust Your Business Sales Strategies Fluctuations in the economy, changes in business customer interest and dips in demand may cause slowdowns in your product or services sales. But in this strong economy, if your sales numbers continue to drop off, it may be time to assess the structural soundness of your sales strategies. Four pillars…
Tax planning for investments It’s definitely tax planning time and this year the Tax Cuts and Jobs Act (TCJA) could create some unintended consequences for taxpayers. For investors, now is a good time to review year-to-date gains and losses to help you determine whether to buy or sell investments before year-end to save taxes. While…
Time to review and update the business plan Reviewing and revising a business plan can be a great way to plan for the year ahead. Like most business owners, you probably have a business plan. But, as is also often the case, you may not have looked at it much since you drafted it. Now…
Whether you are looking for an audit, review or compilation, members of our auditing group are trained to deliver efficient, high-quality accounting and consulting services that go beyond the audit by identifying insightful ways to improve your bottom line.
Our team of tax specialists has the technical knowledge and expertise to provide top-quality tax services. We strive to help you minimize your tax liability and ensure compliance while helping you achieve your financial goals.
Our team will assist you in defining your financial goals; developing a plan to attain these goals; assist in implementing the plan; and monitor your progress
Our objective is to ensure the continued security of employee benefit plans in today’s stringent and constantly-changing environment. Our focus reaches beyond simply meeting ERISA audit requirements; our goal is to improve the operating efficiency and level of compliance of our clients’ employee benefit plans.
We are experts in business valuation, determining transaction pricing and structure, performing financial due diligence, preparing a business plan, financing, succession planning.
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
