Oatney & Associates
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Oatney & Associates
Oatney & Associates, CPAs, Inc. is a full-service accounting firm serving clients throughout the Lancaster, Ohio area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.

Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Services
The firm began as a sole proprietorship, owned and operated by Timothy E. Oatney in 1976. In 1986, Penny L. Wasem joined the firm as a staff accountant. Tim's approach was as a small, personal firm offering conscientious tax preparation and bookkeeping services. The client was and still is the first priority.
While majoring in accounting at Franklin University in Columbus, Ohio, Tim became registered as an Enrolled Agent to practice before the Internal Revenue Service. He received his Bachelor's degree from Franklin University in 1990. Tim earned Public Accountant status in 1983 and in 1988 received the designation of Certified Public Accountant.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.

Oatney & Associates steers you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and all necessary corporate or partnership tax filings.
At Oatney & Associates we have the philosophy that it is always "tax time." We understand the importance of addressing tax issues and strategies all year long. We continuously monitor federal and state regulatory environments, ensuring you receive every tax advantage entitled to you by law and avoid any potential complications.
QuickBooks is the ideal accounting software for small businesses. From generating reports to the ability to share data between over 100 applications to online bill pay, QuickBooks brings affordability, flexibility, and simplicity.

We can install and set up your QuickBooks and help you make decisions about which type of accounting method to use and what types of reports you need, as well as assisting you in entering all your current data to get the program up to speed with your business.We will also train your staff, so they'll be ready to take over.
Reviews (10)
Shannon Wright
Shannon Wright
Jan 01, 2021
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This is a 5 star tax firm!! They have decades of experience. Great customer service and they are up to date on all new tax laws. I would highly recommend Oatney and Associate CPA's.
Dennis West
Dennis West
Dec 20, 2020
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Tim and Associates are very Professional and Knowledgeable. We never have to be concerned with the accuracy of our returns. Very friendly and accommodating.
Ed Rowles
Ed Rowles
Nov 17, 2020
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Tim has done work for me for over 25 years. I have been satisfied with his work, otherwise I would not have continued his service this long.
Lucian Szlizewski
Lucian Szlizewski
Aug 25, 2020
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I appreciated the care and skill Oatney and Associates took to remediate my tax issues for FY 17, 18, and 19.
Brenda Fox
Brenda Fox
Jul 21, 2020
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Mr. Oatney and staff are knowledgeable and friendly. They take the worries out of tax preparation. 5 stars!!
M. Jewell
M. Jewell
Jun 02, 2020
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Tim and his team are great to work with. We always get everything we ask for in a timely manner. They also offer advice when needed in other areas besides accounting, making suggestions on what might work for us.
Jon Adcock
Jon Adcock
Oct 20, 2019
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I was billed $500 for a review of my 2018 tax preparation. I did ask for an estimate and expected a charge of about $400. What I did not expect was to be billed $200/hour for the approximately 1/2 hour that Tim talked about his personal accomplishments. Was considering a change of accountants but concluded that if I could not trust him to perform a simple billing like this that there could be no future trust. Personally, if I meet with a client and we go off on a tangent, I make an adjustment. However I usually do not bill a potential client anyhow.
Tara McLoughlin
Tara McLoughlin
May 18, 2019
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I met with Tim in November and really appreciate him staying late on a Friday afternoon to meet as well as the advise he provided. Having said that, no one disclosed the 30-45 min would cost $150. It would have been nice to know. Not a great way to do business.
Rebecca Coleman
Rebecca Coleman
Dec 08, 2018
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Tim has been my CPA for over 10 years. He has saved me thousands of dollars in taxes. He has solved problems with the IRS quickly. It's not about the math, it's about the tax code and Tim is a master. His staff is wonderful, too.
Scott Shafran
Scott Shafran
Nov 21, 2018
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Oatney & Associates have taken care of my business and personal taxes for several years now. Always professional and prompt.