Locey, Mitchell & Associates provides a wide range of services to individuals and businesses in a variety of industries. At Locey, Mitchell & Associates, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

We organize our work to be as efficient as possible. We are technology friendly, with work programs, financial statements and tax returns. Because of our high level of efficiency, clients benefit from lower fees and less disruption in their workday. We respect deadlines.

We are proud to offer free routine consultations during the year, no billings for out-of-pocket expenditures, and flexible scheduling free of charge.

Audit Services

Audits of small businesses and nonprofit organizations are our business. At Locey, Mitchell & Associates, you can be assured that your audit, review, or other assurance work will be performed by independent seasoned professionals with industry specific knowledge.

This translates into accurate meaningful, and transparent financial information for your key decision makers. Your organization will benefit from our exposure to different management systems and our ability to provide valuable recommendations for improved efficiency, internal controls, best practices, and use of accounting systems. Our expertise may minimize the risk of audits by regulating authorities. With the benefit of our insights and relationships, audits become helpful business tools

Audits of small businesses and nonprofit organizations are our business. At Locey, Mitchell & Associates, you can be assured that your audit, review, or other assurance work will be performed by independent seasoned professionals with industry specific knowledge.

This translates into accurate meaningful, and transparent financial information for your key decision makers. Your organization will benefit from our exposure to different management systems and our ability to provide valuable recommendations for improved efficiency, internal controls, best practices, and use of accounting systems. Our expertise may minimize the risk of audits by regulating authorities. With the benefit of our insights and relationships, audits become helpful business tools

Compliance Audits

We issue independent audit reports in industry/regulator compliant formats and assist in the preparation and filing of audited information in prescribed regulator forms. This includes special audit filing prescribed by the U.S. Department of Housing and Urban Development, the Federal Audit Clearinghouse, and other regulatory agencies.

We are able to share with you our extensive experience with numerous other not-for-profit and affordable housing organizations.

We issue independent audit reports in industry/regulator compliant formats and assist in the preparation and filing of audited information in prescribed regulator forms. This includes special audit filing prescribed by the U.S. Department of Housing and Urban Development, the Federal Audit Clearinghouse, and other regulatory agencies.

We are able to share with you our extensive experience with numerous other not-for-profit and affordable housing organizations.

Tax Return Services

We provide tax return preparation for partnerships, not-for-profit, and corporations. We will also be able to direct you to competent reliable sources for tax-planning services and portfolio management.

We provide tax return preparation for partnerships, not-for-profit, and corporations. We will also be able to direct you to competent reliable sources for tax-planning services and portfolio management.

Cost Certification

We provide cost certification audits for our clients in accordance with funder, state and IRS guidelines. Builder’s cost certification audits and contractor cost certification audits are often required in the housing industry and our senior audit team has the expertise to perform them.

We provide cost certification audits for our clients in accordance with funder, state and IRS guidelines. Builder’s cost certification audits and contractor cost certification audits are often required in the housing industry and our senior audit team has the expertise to perform them.

The Ohio Society or CPA's logo
Association of International Certified Professional Accountant logo
The Ohio Society or CPA's logo