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ABOUT THE FIRM

We are an independent certified public accounting firm in Cincinnati, Ohio that provides tailored accounting services to give you wealth clarity. We combine the sincerity of a family office and the sophistication of a 40-year income management team to offer an extensive list of accounting and tax services with the quality and personal attention you would expect.
HOW WE PARTNER

The key to success is having a clear path forward. Before we jump to a solution, we first take the time to understand and clarify what you would like to uniquely achieve. Then we design a plan to get there. We support you from all angles on your financial journey to collectively maximize your wealth as a whole.

FINANCIAL STATEMENTS

IRS REPRESENTATION

ACCOUNTING SOFTWARE
STRATEGY

RETIREMENT PLANNING

TAX COMPLIANCE & PREPARATION

NOTARY PUBLIC

SALES TAX SERVICES
PAYROLL SERVICES


MANAGEMENT ADVISORY
AUDITS, REVIEWS & COMPILATIONS


FIN PERSONALITY TYPES

CONTACT US

Contact
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