Welcome to our website!

We are continuing to ask that all current clients and new clients drop their documents off or send to us via our portal.

PORTAL: You can upload documents and update important information. Please let us know if you need help with your login information.

DROP OFFSThere is a drop off slot in the door next to the bench. Marked with a green sign.

PICK UPS: Upon arrival to pick up your documents please remain in your car, call the office and someone will let you into the lobby.

If you need to speak with someone before dropping off, picking up or with any questions regarding your tax return in general, please call the office first.

Office phone number 513-248-2829

Thank you for your business and we hope everyone stays safe and healthy!


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.