Tax Strategy
FOCUS ON GROWING YOUR BUSINESS,
LET US BE YOUR TRUSTED ADVISOR
Contact UsWE DON'T JUST DO TAXES,
WE BUILD FORTUNES
Our Philosophy
The traditional CPA model is broken and we believe true value comes from a year round partnership, not just once a year data entry. That's why we take a holistic approach for our clients that revolves around accounting and tax strategy and continuous open communication.
Our Mission
We empower small businesses through strategic tax reduction, AI-driven analytics, and cloud solutions. We handle financial complexities so owners can focus on growth. Our client-centric approach is built on trustworthiness, responsiveness, and excellence. We strive to create a thriving workplace while driving our clients' financial success.
Our Approach
Two Core Services,
Maximum Impact
We focus exclusively on outsourced accounting/CFO services and strategic tax planning. This specialization allows us to deliver exceptional results for our clients.
Outsourced Accounting & CFO
Complete financial operations management without the overhead of a full-time team
Strategic Tax Planning
Proactive tax strategies that minimize liability and maximize your business value
$1M-$50M
Target Business Size
Since 2005
Trusted Expertise
What We Think
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120 E 8th St, Suite 200 | Cincinnati, OH 45202 | (513) 381-2345