Small Businesses

We specialize in tax return preparation and taking care of the accounting needs of small businesses.

Individual Tax Returns

We prepare many tax returns for individuals and married couples. We look at ways to help you take advantage of the tax code like filing separately if that’s best for you.


We help you stay on top of your income tax return requirements, especially for those who’ve had past tax problems.

Personalized help

We can meet with you in our office or if you prefer, you can complete your preparation remotely from anywhere in the world with our secure web portal.

Remote or in-person options

We leverage technology to allow you to prepare your taxes remotely, often with nothing more than a smartphone or device. If you have the need, you can also take care of your bookkeeping and salary with a smartphone as well, in most cases.

Every step of the tax return or accounting process can be done in the traditional way, right in our office. Most of our clients prefer to operate remotely, from wherever they might be, but some prefer to make an appointment to do this in our office, which is fine too.

Our Process

  1. We meet with you, either in-person or over the phone and discuss your particular tax preparation and accounting needs. We can also scan whatever tax documents you may have.
  2. Using a secure web portal and electronic communication, we can exchange any documents needed. Most of our clients use nothing more than a smartphone for this.
  3. We prepare your returns and electronically file them when possible.
  4. If you prefer to visit the office for any or all of these steps, we can do that to, with no additional cost.


Over 13 Years of Serving the Westerville and Central Ohio Area

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