Your Goals, Our Experience, Your Success
We bring a personalized approach to helping individual and small business clients solve their financial needs through tax preparation and advisory and business advisory services. The firm specializes in income tax preparation and advisory for clients in Ohio, Pennsylvania and numerous other states.
Our team of professionals provides a comprehensive range of customized tax, accounting and consulting services to help you achieve your financial goals. Also, Tim offers financial planning and advisory services separately as an investment advisor representative through Stratos Wealth Partners, Ltd., an registered investment advisor. Stratos does not provide legal or tax advice. Please see this link for those services and appropriate disclosures.
Our tax and consulation services include:
Lisa has experience preparing tax returns for individuals, families and small businesses. She also has a lot of experience riding and teaching others to ride horses.
Shannon has experience preparing tax returns for individuals, families and small businesses. She also is an experienced real estate agent.
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