Why choose us?

Our Secret Sauce: Planning. Tax preparation is a vital step in understanding and reconciling your financial obligations for the current tax year. At Custom Professional Accounting, we take it further with our proactive tax planning services. While preparation focuses on your immediate needs, planning helps identify strategies to minimize your tax burden over the long term. By leveraging cutting-edge software, we analyze your tax situation to uncover opportunities for future savings. This comprehensive approach ensures you’re not just meeting your obligations but also maximizing your financial potential for years to come.

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Experience You Can Trust: When it comes to your finances, experience matters. With over 30 years of expertise, Mary Costa, Enrolled Agent, and Jean Obenour, Vice President and Accountant, bring unparalleled knowledge to our clients. Their decades of hands-on experience in tax preparation and accounting mean you can rest assured that your financial needs are in expert hands.

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Local Roots, Big Impact

For over 30 years, we have proudly served Marion, Ohio, and the surrounding communities. As a locally rooted firm, we understand the unique needs of our neighbors. Our mission is to make a positive impact by offering reliable financial services that help individuals and organizations thrive. We have been proud supporters of many charities in our community, contributing to causes that make Marion stronger. Additionally, we celebrate Jean Obenour’s achievement of being named to the Marion Technical College Alumni Hall of Fame, highlighting her dedication and contributions to both her profession and the community.

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