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Tri-State CPA Group

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United States
Portsmouth, OH
Tri-State CPA Group

Please call us today and we'll be happy to offer you a free initial consultation!

Tri-State CPA Group is a full-service Certified Public Accounting firm providing personalized accounting, tax, and consulting services that create value for our clients. Tri-State CPA Group provides personalized accounting, tax, and consulting services that create value for our clients. Formerly Setters, CPA & Company; Portsmouth CPA Group; and Reynolds & Company, our combined firm brings together experience, collaboration, and a shared commitment to exceptional client service.

11/19/2025

Starting in 2026, tax law changes could increase the risk of getting hit by the alternative minimum tax (AMT). This is especially true for high earners. At least some income-based phaseout thresholds for the AMT exemption will drop, and the exemptions will be phased out twice as fast as in 2025. Add to that the impact of larger state and local tax deductions (which aren’t AMT-deductible), and more taxpayers could face the AMT. Call us at (740) 529-0835 for help assessing your risk and finding strategies you can implement now to minimize your taxes.

11/18/2025

Sponsoring a qualified retirement plan is a tried-and-true way to help attract and retain employees. Among the most popular options is a 401(k). Your business’s contributions are tax deductible, and you may be able to use matching and a vesting schedule to encourage employees to stay with your company. But 401(k)s come in many varieties. Please contact us at (740) 529-0835 for help choosing the right one for your business (or another type of retirement plan).

11/17/2025

The One Big Beautiful Bill Act permanently increases the federal gift and estate tax exemption amount to $15 million ($30 million for married couples) beginning in 2026. The amount will continue to be adjusted annually for inflation. The estate tax rate remains at 40%, and the generation-skipping transfer (GST) tax exemption will match the increased estate and gift tax exemption. If your estate exceeds, or is expected to exceed, the exemption amount, implement planning techniques today that can help you reduce or avoid gift and estate taxes in the future. Contact us at (740) 529-0835 for assistance.

11/14/2025

Taxpayers involved in a dispute with the IRS may want to consider using one of the IRS’s alternative dispute resolution (ADR) mediation programs. These programs can help taxpayers efficiently resolve tax issues with the IRS. Taxpayers for whom mediation can be a good option include those who don’t have many disputed issues or who’re seeking an early resolution to issues under audit. Mediation doesn’t replace the audit or collection processes. The IRS’s Independent Office of Appeals has five ADR programs: Fast Track Settlement, Fast Track Mediation Collection, Post Appeals Mediation, the Rapid Appeals Process and Early Referral. Call us at (740) 529-0835 for details if you have a tax dispute with the IRS.

11/12/2025

Businesses involved in some clean energy projects and products are hurt by the One Big Beautiful Bill Act. That’s because it accelerates the phaseout of certain tax credits and adds new restrictions to tax breaks related to solar, wind, and hydrogen power and electric vehicle charging stations. The dates that clean energy tax breaks end vary. Some may be available until 2026 or 2027. Contact us at (740) 529-0835 if you have questions about your situation. The date that projects begin construction is critical.

11/11/2025

A sound succession plan is a must for every business owner. But even the best-laid strategies can go awry. In fact, it’s not unusual for changing circumstances to affect the feasibility of a succession plan. We’d be happy to review the strengths and potential weaknesses of yours. And if you don’t have a succession plan yet, we can help you create one. Please contact us at (740) 529-0835.

11/10/2025

Starting in 2025, the cap on state and local tax (SALT) deductions increases from $10,000 ($5,000 for married couples filing separately) to $40,000 ($20,000 for separate filers). If your 2026 property taxes have already been assessed, prepaying them in 2025 could help you maximize your 2025 deduction. But keep in mind that the cap is reduced for taxpayers with modified adjusted gross incomes over $500,000 ($250,000 for separate filers). Let us help you determine how to incorporate the increased SALT deduction limit into your tax planning. Call us at (740) 529-0835.

11/07/2025

Investors willing to make long-term investments in economically distressed communities have a tax incentive for doing so: the Qualified Opportunity Zone (QOZ) program. It allows investors to defer the tax (and potentially ultimately reduce it) on recognized capital gains by reinvesting those gains in Qualified Opportunity Funds (QOFs) that, in turn, invest in QOZs. The IRS has issued guidance on two QOZ program-related provisions of the One Big Beautiful Bill Act: the definition of “rural area” and the application of the substantial improvement threshold for certain improvements to property in a QOZ located entirely in a rural area. Contact us at (740) 529-0835 for more information.

11/05/2025

Accurate financial records are essential for your company’s success. However, many small business owners struggle with accounting and bookkeeping tasks. You can count on us to handle these chores for you. Call us at (740) 529-0835 to schedule a consultation.

Address

707 6th Street
Portsmouth, OH
45662

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.tristatecpagroup.com/

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