Our History

Medina Company, PSC is a small local Certified Public Accounting firm in Louisville, Kentucky.  The firm was established in 2001 by James R. Medina.  Jim has been a CPA since 1976, and has had extensive experience as a controller in the construction industry, and as a public accountant, primarily since 1985.  He started offering personal financial planning services in 2001.  He was joined by his son, Paul R. Medina in 2017.  Paul has exclusively worked in local accounting firms in the Louisville area since 2005, recognized as a CPA in 2006.  His experience is primarily small businesses, their owners, as well as small organization financial statement audits. The firm enjoys having a diverse clientele of primarily small business owners and individuals.  We enjoy dedicating our focus and experience on all our clients, not just those who can write a big check.  
 

who we are

We are Net Worth advisors.  Our mission is to grow and protect assets.  
Our clients are primarily individuals and small business owners.  
We provide tax, inheritance, and estate planning.
We provide efficient and effective bookkeeping services.  We want to help you succeed.  

Our clients benefit from our perspective, performance, and timely personal service.  
 

What We can do for you

  • Individual income tax planning and preparation

  • Corporate and partnership income tax planning and preparation

  • IRS Representation

  • Bookkeeping services

  • Preparation of financial statements

  • Financial coaching, planning, education

  • Estate and inheritance planning

  • Retirement planning

  • Management advisory services

  • Notary public

If you are an auditor, and know of a circumstance where an outside accountant may be able to help meet your own independence needs in areas such as year-end reconciliations, adjustments prepared, or independent financial statement preparation, please let us know.  We'd love to help.   

WHAT WE cannoT DO FOR YOU

We don't perform audits, reviews, or compilations.  These services may require independence, experience, training and maintaining a professional library of all sorts of rules, procedures, checklists, and guidelines, that turns into thousands of dollars of costs per year to maintain. While we have the experience, we don’t have those clients that need that level of service, and have chosen to leave those duties to other CPA’s in the area. We can help you find a CPA who will provide those services, and because we’re helping you, we likely are able to keep the costs of those services down, as your books are often cleaner and require less time on their part.