In 1986, Elizabeth Na founded Na & Associates after many years of working for national and regional public accounting firms. Located in Cincinnati, Ohio, Na & Associates provides accounting, tax, and advisory services to small-medium businesses, as well as specialized services to select individuals.
Elizabeth started her firm with two objectives:
- To offer a high level of tax and accounting guidance and advice to small-medium businesses;
- To contribute to clients' success by providing critical and timely financial data, facilitating astute and decisive actions.
Today, Na & Associates focuses its services on three primary areas:
- Proactive tax planning - as a Certified Tax Coach, we design tax strategies to minimize tax;
- Proactive business planning - using COMPARE, our proprietory program, to achieve accountability and facilitate timely decisions to increase profits;
- 24/7 secure access to reliable accounting data - allowing business owners to focus on business development, rather than bookkeeping
Besides busines owners and real estate investors, Na & Associates provides a suite of specialized services to select individuals:
- P&G "retirees to be" seeking independent analyses of the unique tax aspects of the NUA stock in the Profit Sharing Trust - we enhance significant tax savings for you and next generations;
- Individuals desiring charitable giving - our recommend solution with tax ramification analysis saves taxes and benefits charity;
- Individuals owning stock options - we help you understand the tax ramifications of exercising ISO and NSO, helping to make decisions on timing of exercise, saving you taxes.
Na & Associates has been subject to a rigid peer review required by AICPA every three years since 1996, and has been awarded the highest level of qualification each time.
Na & Associates is a long-time member firm of the Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, and CPAConnect, a leading network of US and international CPA firms. The wide range of knowledge available through this network further enables Na & Associates to address their client's broad financial and management needs.
In 2010 Elizabeth Na earned the designation of Certified Tax Coach from the American Institute of Certified Tax Coach, and continues to gain insight in tax-saving strategies through member discussion forum and monthly case-study conferencing among 150 fellow members in the U.S.
