Welcome

Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.


Did you receive an Ohio Individual Income Tax Failure to File Notice (ITDQ0009) from the Ohio Department of Taxation (ODT) advising you that they did not receive an Ohio Individual Income Tax return (Ohio form IT 1040)?Starting October 31, 2019, ODT began sending notices to taxpayers based on information provided by the IRS that a federal income tax return was filed using an Ohio address; therefore, they presume the taxpayer is an Ohio resident and thus should have filed an Ohio form IT 1040.

Call us if you would like assistance responding to this notice.

We Can Help!

Retiring, Changing Employers, Starting a Business, or any other Life Event?

Call to discuss the financial and tax consequences and opportunities.

“Stay focused. Your start does not determine how you’re going to finish.”

—Herm Edwards, Head Coach New York Jets (2001-05), Kansas City Chiefs (2006-08)