Tax Planning

Tax Planning

We are your tax preparers, tax analyzers, and tax planners.

The IRS is coming after your income and your savings. Do you have a team of experts looking for ways to protect you and your family from paying more than your fair share in taxes?

As we approach uncertain times in our economy brought on by unprecedented spending, the IRS will need to get more aggressive than ever in its search for revenue. When they comes looking for money, to whom will they look?

  • The top 1% of all taxpayers (those that have an Adjusted Gross Income over $540,000) pay 40.1% of all federal income taxes
  • The top 5% of taxpayers (those with an AGI over $217,000 pay 60.3% of all federal income taxes
  • The top 10% (those that have an AGI over $151,935 pay 71.4% of all federal income taxes.
  • The bottom 50% (those with an AGI under $43,614 pay 2.9% of all federal income taxes.

Gain access to superior client services, including consulting to individuals, professionals,
and small/mid-size businesses in:









Through our sister company, Ohio Tax Advocates, we prepare all forms of tax returns, including: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, and even local. 

You’ll always be served by an expert. We act as your portal to tax experts all around the nation with plentiful experience in each specific area of need. If we can’t answer your question here, we’ll find you someone who can.

There are almost always tax planning opportunities to tax advantage of.
Call us at 614-408-0004

Visit our sister site Ohio Tax Advocates for an IRS tax form library (that includes dozens of helpful publications designed to help taxpayers have a better understanding of various tax issues), as well as interactive tax and finance calculators that help you dig deep into your own finances.

We recommend using these tools in conjunction with help from a tax advocate to maximize your results and achieve the best possible financial state.

DIY programs are not enough. Any tax planning advice built into them are basic at best,
misleading at worst. Even most accountants, CPAs, and tax preparers don’t have
time to spend with you on these tasks.

We are offering a free, no-obligation review of your tax returns to determine if we can save you any money now or in the future. It only takes 30-minutes of your time, and providing us with your most recent tax return, to potentially save thousands of dollars. A few subtle shifts in your tax plan can lead to tremendous tax savings over your lifetime. Give us a call at 614-408-0004.

Take Charge of Your Financial Future

We understand just how big of a decision choosing the right Financial Advisor can be.

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655 Metro Place South
Suite #440
Dublin, OH 43017 USA