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About Kagay & Schellhaas

We are a Certified Public Accounting firm based in Columbus, OH and were founded in the late 1930's by Edmund M. Kagay. Rodger W. Schellhaas, CPA, joined the firm in 1968 and is the senior partner in the firm. Jeffrey C. Schellhaas, CPA, joined the firm in 1990 upon graduating from The Ohio State University.

While we provide a wide range of accounting and tax services to a variety of clients, our primary focus is working with family and closely held business to handle their tax compliance and planning. We also work with our clients and their other advisors in the areas of estate and succession planning; including family wealth transfer, preservation planning, charitable giving, and retirement planning.

Our clients have gross volume ranging from $50K to $125 million per year. We have considerable experience in dealing with a wide range of financial and tax issues.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Want to know more?

Give us a call or send and email. We're happy to answer any questions you may have!

Our Team

Rodger Schellaas, CPA

Senior Partner

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Rodger W. Schellhaas, CPA is the senior partner in the public accounting firm of Kagay & Schellhaas CPA's and has been in practice 43 years. Rodger joined the firm in 1968, became a partner in 1978 and subsequently purchased the firm. While the firm provides a wide range of accounting and tax services to a variety of clients, one of his area of focus is serving closely held businesses and their owners in the development of their estate and succession plan, including family wealth transfer and preservation planning, charitable giving, retirement planning, and income tax planning. He is a member of The Ohio Society of Certified Public Accountants and The American Institute of Certified Public Accountants.

Jeffrey Schellhaas, CPA, CSEP

Partner

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Jeff joined the firm in 1990 upon graduating from Ohio State University and became a partner in 1996. He is a member of The Ohio Society of Certified Public Accountants and The American Institute of Certified Public Accountants.


Kelli Gibson, CPA

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Dan Lowery, EA

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Jamie Miller

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Kenneth Santo, CPA

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Edmund Marriott (Ned) Kagay, deceased

Born August 29, 1912. Died July 18, 1995.

Mr. Kagay became a Certified Public Accountant on July 27, 1934, and was admitted to the practice of law in Ohio on August 5, 1937. After those respective dates, he practiced as a sole proprietor, both as a Certified Public Accountant and as an Attorney at Law.

Mr. Kagay founded Kagay & Schellhaas, CPAs in the late 1930's.

Client Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

Review: some analytical procedures conducted with limited assurance
Compilation: based upon client information provided and used primarily for internal use

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services.

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