We are a niche financial, accounting, tax, and wealth services firm that specializes in working with Ohio-based business owners, as well as individuals approaching (or enjoying) retirement. Founded by a tax attorney with a background in finance and business, we have worked with over one hundred small businesses, as well as hundreds of individuals, since our operations started in 2014.
On the business side, typically, our clients own and operate their companies. We work very closely with these clients on a wide-range of financial management activities, including bookkeeping, accounts payable, financial reporting and strategy, payroll compliance, as well as tax planning and preparation. We want our business clients to grow profitably! When this happens, our role within the client’s framework is open to expansion and customization. In fact, several of the services we now offer started with a business owner asking: “Can you help me do this?”
For individuals, we understand retirement can be a scary thing! As such, while you navigate your post-employment years, our objective is to help you identify your individual risk tolerance and to improve your understanding of tax and estate implications.
If you think we might be able to help, give us a call at (513) 460-7691. We offer a free initial consultation and would enjoy the opportunity to meet with you to learn about your financial goals and objectives.