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Tax Planning, Tax Preparation & Tax Filing Services

 

‘…In this world nothing can be said to be certain, except death and taxes.’ - ben franklin

We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. We work with individuals, closely held businesses, and for-profit and not-for-profit corporations.


With strategic planning, we can help you minimize the burden and determine the best way to protect your wealth. Each individual tax situation is mutually exclusive which requires attention to all the complexities for that client. We prefer to take a proactive approach rather than reactive, to avoid any "surprises" when filing the tax return. Our team of professionals can develop a plan that is unique to you.

Business Tax Planning & Filing Services

The value of your business lies in profitability. With careful planning and a proactive approach we can strategically plan for the current year and future years, to let you focus on what you're good at, and increase your profitability. We will make sure you are in compliance and minimize the tax burden.

  • Partnerships
  • S-Corporations
  • C-Corporations
  • LLC/LLP
  • Trusts/estates/Gift Taxes
  • Pensions
  • Non-Profits

Individual Tax Planning & Filing

From young entrepreneurs to retired individuals, the single largest drag on your income is taxes. Let us analyze ways to defer and minimize the burden.

  • Retirees
  • Entrepreneurs
  • High Income Earning Individuals & Households

 

Tax Season Information

What you need to do:

  • Complete and return the 2018 Client Organizer (if choose to do an organizer) and supporting documentation to our office by Monday, March 18, to ensure completion of your tax return by April 15.

  • Sign and return the Engagement Letter and Privacy Letter.

  • Complete and return the yellow 2019 Client Information Sheet.

  • Include a voided check with your documentation if you would like direct deposit of refunds, if
    applicable (you may note the previous year’s account number is still active).

  • Include a copy of your Driver’s License(s) or ask our receptionist to make copies.

  • Contact our office to enroll in the NetClient CS Portal.

  • Mail or drop off all tax documents to our office: 1250 0ld Henderson Road, Columbus, OH 43220.
    Office hours are Monday – Friday, 8:00 a.m. – 5:00 p.m. Extended office hours are listed below.


Appointment Scheduling:
Please contact the receptionist to schedule an appointment.

Extended office hours at the end of tax season are as follows:
Saturday, April 13: 10:30 a.m. – 2:30 p.m.
Monday, April 15: 7:00 a.m. – 6:00 p.m.


If you are unable to pick up your taxes by 6:00 p.m. on April 15 please make other arrangements.