Hobe & Lucas CPAs Inc

Hobe & Lucas CPAs Inc Full-service accounting and business consulting firm dedicated to providing clients with exceptional value. Tax rules and regulations constantly change.

Hobe & Lucas offers a broad range of accounting services and additional consulting services to provide clients like you with exceptional value to achieve your goals and help you succeed. From tax planning and compliance to business advisory services and financial expertise to technology consulting and more, we are a true full-service accounting firm. When it comes to financial auditing services, H

obe & Lucas believes less is more—providing you with less of what you don’t want and more of what you want and need. We begin by really listening to your goals and then basing our services on the level of assurance required. From an audit, the highest level of assurance, to reviews, compilations and interim statements, we have the expertise to deliver skilled, attentive financial auditing services and accounting to all of our clients. Tremendous time and effort go into building and maintaining your business. When you’re juggling multiple projects, we realize that creating a comprehensive snapshot of your business health can be low on your priority list. But, knowing where you stand at all times provides a distinct advantage that helps you act quickly when opportunities arise. With your finger on the pulse of your cash flow and needs, you can better adapt and pursue new options. After all, you can’t make good decisions in the dark. Staying current with the changes can be a daunting task, but a vital one. Through our tax accounting services, Hobe & Lucas tax professionals actually enjoy tax planning and compliance. They are passionate about keeping up with the latest tax laws and understanding their impact on our clients. Do you need international accounting services or an international business advisor? Hobe & Lucas can help. As a member of BKR International, we are affiliated with more than 135 independent accounting and business advisory firms in 300 offices in more than 70 countries. Our affiliation with BKR International means we have the resources to meet your needs not only nationally, but globally as well. A privately held business often represents a lifetime of work. Business valuation services are essential in succession planning, or if a strategic opportunity for sale or merger arises, to ensure that lifetime of work is properly valued and the correct decisions can be made. Hobe & Lucas accountants have many years of experience as both business advisers and owners, making us an ideal fit when you need a controller for hire or CFO outsourcing. Whether you’re a start-up, a well-established business or a non-profit entity, you can rely on our extensive experience for the guidance and support you need to allow you to focus on growing your business or fulfilling your mission. At Hobe & Lucas, we understand how complicated it can be to navigate employee benefit accounting and the tax aspects of employer-provided plans. We offer a number of services to make it easy for you. Payroll is a detailed, time-consuming task that can take away your focus from other areas of your business. We offer a number of payroll service solutions to ensure greater accuracy with up-to-date tax rates and regulatory information. Plus, we have a payroll processing service to reduce the complexity and risk of running your own payroll. Because technology changes so rapidly, it’s important to have resources available with high-level accounting and tax knowledge that can help you efficiently and effectively incorporate your accounting needs into your IT infrastructure. Read more about our areas of expertise at http://www.hobe.com/services/

Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855. Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/. are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.

As your kids sharpen their pencils, it’s a great reminder to sharpen your education savings strategy too. Whether you’re...
09/04/2026

As your kids sharpen their pencils, it’s a great reminder to sharpen your education savings strategy too. Whether you’re saving for kindergarten, college or grad school — a solid plan can make all the difference. Let’s build a plan that supports your child’s future as well as your own.

Calling one of your business’s employees an independent contractor doesn’t necessarily make that person one. Worker stat...
09/03/2026

Calling one of your business’s employees an independent contractor doesn’t necessarily make that person one. Worker status depends on the actual relationship. And getting it wrong can expose you to tax liabilities, penalties and other costs. Familiarize yourself with the three primary factors the IRS uses to classify workers for federal employment tax purposes: behavioral control, financial control and type of relationship. Also know that the Department of Labor has proposed new independent-contractor regulations that, if finalized, could differ from IRS definitions. We can review your worker classifications and help determine whether you should change them.

09/02/2026

We’re growing our team!

Hobe & Lucas is looking for a Director of Finance & Human Resources to join our team in Independence, Ohio.

This hands-on leadership role offers a great opportunity for someone who enjoys solving problems, improving processes, embracing technology, and helping both a business and its people succeed.

If you’re ready to take ownership, make an impact, and help shape the future of a growing CPA firm, we’d love to hear from you!

🔗 Learn more about the position and apply today: https://indeedhi.re/4gyp9PT

To attract and retain skilled workers, your small business needs to offer more than competitive pay. Your benefits packa...
09/01/2026

To attract and retain skilled workers, your small business needs to offer more than competitive pay. Your benefits package matters, too.

Tax-free fringe benefits may be especially valuable to employees. Examples include many types of insurance (health, disability, long-term care and life), assistance plans (dependent care, adoption and educational) and transportation benefits, subject to certain limits. The One Big Beautiful Bill Act also changed some fringe-benefit tax rules for 2026 and beyond.

Open enrollment is right around the corner for many businesses. As you review your 2027 benefits package, contact us for help evaluating your current offerings and fine-tuning them as needed.

A big shout-out to these great team members celebrating work anniversaries! 🎉 We’re grateful to have each of you as part...
09/01/2026

A big shout-out to these great team members celebrating work anniversaries! 🎉 We’re grateful to have each of you as part of the Hobe & Lucas team. Happy anniversary!

Occupational fraud perpetrated by owners and senior executives can be particularly costly for businesses because these i...
08/28/2026

Occupational fraud perpetrated by owners and senior executives can be particularly costly for businesses because these individuals usually have greater authority to override internal controls. To reduce fraud risk, familiarize yourself with the three sides of the “fraud triangle”: pressure, opportunity and rationalization. These factors generally enable fraud. Also establish strong controls and policies that prevent owners and executives from overriding them. And offer an anonymous tipline or web portal so that workers can report suspicions without fear of retribution. Contact us for help assessing controls and investigating incidents.

Bartering can be a viable way to conduct business, especially if you’re strapped for cash. But you can’t escape tax obli...
08/26/2026

Bartering can be a viable way to conduct business, especially if you’re strapped for cash. But you can’t escape tax obligations.

The fair market value of goods or services you receive generally must be reported as taxable income. Business expenses related to the exchange may also be deductible. Special rules apply if you use a barter exchange, including when trade credits are taxable and whether Form 1099-B reporting applies.

Good records are essential, including documentation of the fair market value, invoices, barter agreements and statements from barter exchanges. Whether you already barter or are considering it, contact us to discuss the tax and reporting implications.

Need access to extra cash? If you have a 401k or another qualified retirement plan, you may be able to borrow from it, b...
08/24/2026

Need access to extra cash? If you have a 401k or another qualified retirement plan, you may be able to borrow from it, but there are important rules to know first.

Brian Davis wants you to be aware that a retirement plan loan can be helpful in the right situation, but making the wrong move could lead to unexpected taxes or penalties.

Check out the article below to learn what to watch for before borrowing from your retirement savings!
https://bit.ly/46kbshn

It's birthday week for Tetianna, and we’re sending all the good vibes your way! Have a wonderful celebration! 🎁
08/24/2026

It's birthday week for Tetianna, and we’re sending all the good vibes your way! Have a wonderful celebration! 🎁

Businesses have long used bank lockbox services to accelerate collections and reduce work involved in processing checks....
08/21/2026

Businesses have long used bank lockbox services to accelerate collections and reduce work involved in processing checks. Now, technology enables lockbox users to automate many accounts receivable procedures. But other electronic payment methods, including ACH and credit cards, may provide less expensive, yet effective, solutions. To determine what makes sense for your organization, evaluate the volume of paper checks you receive. If it’s high, you might benefit from a lockbox service. Otherwise, consider accepting paper checks while steering customers to electronic methods. Talk to your bank about its services, and contact us for help calculating your current payment-processing costs.

Address

6000 Freedom Square Drive , Suite 550
Cleveland, OH
44131

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12165248900

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