Services
Tax Compliance & Planning
We provide traditional tax compliance services. This includes federal, state and local personal income tax, and small business tax compliance, such as for C and S Corporations, partnerships and sole proprietorships. We also provide tax and accounting services for estates and trusts, such as estate tax returns and estate income tax returns.
We provide tax planning services as a natural compliment of tax compliance. Tax planning typically involves federal and state income tax, although it may involve other taxes, such as federal estate and gift taxes. Examples of tax planning include analyses of the merits of investing in tax-exempt instruments, capital gain and loss planning, conversion of regular to Roth IRAs, and a myriad of other situations.
These services are billed on an hourly rate
General
Financial Planning
We provide general financial planning services to
individuals, families and small businesses. This includes
retirement planning, estate planning, cash-flow planning,
planning for charitable giving, pension distributions, and
numerous other services. These services are billed at an
hourly rate.
Investment Planning & Management
We provide general investment planning services as well as
traditional investment management.
General
investment planning involves an analysis and discussion of a
client's portfolio from a high level, with an
emphasis on overall asset allocation, absolute and relative
performance, expected return, toleration for
risk, adequacy of funding, and similar concerns. This
type of service is typically billed on an hourly basis,
or on a one-time fee basis.
We also provide traditional investment management
services. As an Ohio Registered Investment
Advisor, we tailor investment portfolios to meet
your unique needs, offering a full range of investment
options such as stocks, bonds, mutual funds and
exchange-traded funds. We charge for this service based on a
percentage of assets under management. Our rates are very
competitive.