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Bottom Line Financials LLC

Mission Statement

We strive to maximize your personal and business net worth and minimize potential losses.

Trusted Tax and Financial Services Firm

Get professional solutions to your tax and other finanfdcial services needs from Bottom Line Financials cv'LLC. Feel free to submit any tax or financial question and get a quick answer.

Schedule a Consultation

Reliable Tax and Financial Services Company 

Get professional solutions to your tax and other financial services needs from Bottom Line Financials LLC. We help clients in Dayton, Ohio reduce their fear of individual and business taxes by taking that burden from them. This allows them to increase the time they spend on other work tasks as well as personal hobbies.

We maximize our clients’ tax deductions and credits while also minimizing their tax owed. Additionally, we help small business owners understand and utilize their financial reports for their company’s growth and future opportunities. You can also request virtual assistance!

About Our Company Owner, Walter Sullivan

 “As a child, l loved working on math problems. I would work on them because I enjoyed solving problems that involved numbers and seeing the pleasure in my father’s face when I solved one correctly.

When I didn’t solve a problem correctly, he would encourage me and say, “You’re on the right track.” His words of encouragement made me work harder to get the right answer. This is the same level of passion that we have with every client that we work with.

My firm has over 35 years’ experience in accounting/bookkeeping, tax preparation, financial statement preparation, small business loan packaging, budgeting, and many other facets of small business financial management. Our goal is to be your financial partner in every aspect of your business and personal financial endeavors.”

Personal Life 

“I have an MBA in finance and a BA in actuarial science/insurance. I am married with two grown children and three grandchildren. My hobbies include ballroom and line dancing, traveling, reading business publications, and getting to know people.”

Entrust Your Tax Services Needs to Us

Ease the tax return process and optimize your tax refund with help from our professional team. We offer reliable tax and other financial services for individuals and businesses. Feel free to submit any tax or financial question and get a quick answer.


Bottom Line Tax Tips

Here are several ways that you could lower your taxes, save money when preparing your tax return and avoid tax penalties after January 1st. Here are two of them.

First, contribute to your retirement account for 2020 by April 15, 2021 for traditional IRAs (whether it is deductible or not) and to a Roth IRA. By doing so, you might lower your tax bill for 2020 and your contributions will compound tax deferred. There are several qualifications, so email or call us to let us help in your tax preparation to work out the best scenario for you.

Second, file your return electronically. There are several benefits of filing electronically. These include:

  • The IRS processes electronically filed returns quicker. This means that if you are expecting a refund, you could get it much earlier versus filing a paper return.
  • The IRS checks for completeness which increases your chances of filing an accurate return. Less than 1% of electronic returns have errors compared to 20% of paper returns.
  • The IRS acknowledges that it has received your electronic return. It does not do that with paper returns.
  • If you owe money, file electronically and wait until the tax filing deadline to remit the amount owed. Let us keep your money in your pocket longer letting it work more for you.

For more informative tax tips be sure to contact Bottom Line Financials LLC by email at [email protected] or call us at 757-773-5949.

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