Accounting and Tax Advice
for all stages of your life.

Serving Columbus, Dublin, Powell and Worthington, Ohio

Since our inception in 1967, as experienced CPAs, we have offered a full range of accounting, tax, and small business consulting services. Our firm cares about each and every client and we will focus on your unique tax, accounting and consulting needs. Something you may not know is that to retain our CPA licenses, we are required to complete at least 20 hours of continuing professional education (CPE) per year, with a requirement of a total of 120 hours of CPE credits every three years.

Tax Services/Preparation

We offer a full range of tax planning and compliance services. We will work with you to minimize your tax burden. We prepare all federal, state and local tax returns for individuals and businesses and usually submit them, for you, online, to the appropriate agency.

Tax Planning

We continuously monitor federal, state and local tax laws, for any changes, to ensure we are up to date on anything that affects your tax liability. If necessary, we can implement custom tax compliant monitoring systems to prevent costly interest and penalty assessments.

IRS and State/Local Representation

We know tax laws and we have prepared your return. We can provide complete representation before the IRS as well as state and local authorities. We are experienced in negotiating Offers in Compromise with the IRS.

Estate, Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Retirement Planning

If you want to live the same lifestyle or an even better one, you need to start planning, now, for retirement. We can analyze your projected income and expenses and suggest investment funding techniques to make sure your golden years live up to your expectations.

Tax Exempt Organizations

Our firm has experience in a broad range of non-profits including, but not limited to: association and membership organizations, children’s services, foundations, home health, health care, social services and religious organizations. We provide our services at reasonable fees.

Buying & Selling a Business

We can advise prospective business purchasers about local market conditions, industry trends and the financial condition of an acquisition candidate. When selling, we can offer advice for obtaining the best possible price and contract payout terms.

Consulting Services

The members of our firm have a wide range of experience having been employed by “The Big Four,” corporations and other organizations. We can bring our background and expertise to help you improve your business operations, boost efficiency and increase your bottom line. Allow us to help you achieve your goals, personally, and professionally. We care about helping you to improve all parts of your life.