Welcome

Historically people have relied on their CPA to not only provide quality tax preparation, but also planning and consulting to help achieve their financial goals. In recent years, advances in technology have provided opportunities to enhance those services – yet many in the profession have been reluctant to utilize them. Our mission is to build a CPA firm that merges the historical trust placed in CPAs with the current trends in technology. To learn more about us, continue reading. Ready to get started?

Call Us @ 614.789.1690
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Philosophy

Excellence

We believe two of the biggest elements in our profession are understanding and accessibility. We will go out of our way to make sure you understand the reasoning behind any solution we provide. We are also committed to responding to messages in a timely manner so that you have the answers you need when you need them.

Creativity

While no two situations are the same, we believe that there is always a solution. We are committed to understanding your unique situation and utilizing all of our resources to provide creative solutions.

Integrity

We should all pay the taxes we owe, but we should not pay more than is required. We are committed to helping you minimize your tax liabilities in a legal and ethical manner by focusing on proper training, planning, and communication.

Services

Maybe your taxes have become more complicated than you are comfortable handling on your own. Or maybe you aren’t getting the service you want from your current tax preparer. Either way we can help. We provide tax preparation and planning for individuals that not only focuses on what happened last year but also on what is going to happen in the future.
From the startup that has questions on what is deductible, or what type of entity you pick to an established business looking for more than just a tax preparer, we can help. Not only do we provide tax preparation for all types of entities but we also provide planning and consulting to help your business succeed. No matter if you are a partnership, LLC, S-corporation, or C-corporation, we have you covered.
Are you a new business that needs to start keeping track of income and expenses? Are the accounting procedures that worked in the past not keeping up with your growth? Are you constantly playing catch-up on your bookkeeping? If the answer to any of these questions is Yes!, then we can help. Keeping your books up to date doesn’t have to be complicated or time consuming. Let us help you streamline your accounting function so you can focus less on bookkeeping and more on your business.
Other services we offer include, but are not limited to:
• Divorce and Support issues
• Cash Flow and Budgeting
• Estate and Trust Tax Preparation
• IRS Representation
• Buying and Selling a Business
• Business Succession Planning
• Business Entity Selection
• Computer Consulting

Interested in one of our services?

Call: 614.789.1690
or

Email

Testimonials

Jed is a terrific CPA who I openly refer clients to. He is extremely personable, outgoing and patient. Jed is willing to sit with his clients and really listen to what their needs are and then help devise a plan to get them to their goals.
Ryan Harr
Previously, we used some of the big name companies, but they lacked the customer service we were looking for. Plus, once our tax return got a little more complex, the cost increased significantly. Going to a private CPA was our best option. When we met Jed, not only was he professional and personable, but his fees were reasonable. The turn-around time was quick. He answered all of our questions and gave us great advice which will help us year round. I would recommend him to everyone no matter how small or complex your tax needs may be.
Jessica Deem
Jed is a fantastic guy to have in your corner as you deal with the tax code’s complexities. There’s a lot to be said for having a CPA who takes a personal interest in your situation and gets you the best advice for changing circumstances, and Jed does both consummately well. I can’t recommend him highly enough.
Michael Lee

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