Put Your Numbers to Work, Beyond the Tax Return
Whether you’re looking for individual tax planning and preparation or business financial services, we’re your partner.
Tax Planning & Preparation for Individuals
Income Tax Preparation
Tax Planning Services
IRS Tax Problem Resolution
State and Local Taxes
Audit Resolution
We Might Be Right for You If
You’re based in Ohio
You want a relationship with a proactive partner who helps you make financial decisions
Your current CPA doesn’t help you understand what your numbers actually mean
Financial Services for Ohio’s Small Businesses
Tax, Accounting and Advisory Services
Ledger Management
Financial Accounting
Fiscal Management
Financial Reporting
We Might Be Right for You If
You’re an Ohio-based entrepreneur or business owner
You want a proactive partner you can call before you make a business decision
You’re not getting your questions answered by your current CPA
3 Reasons to Choose Effinity Tax & Advisory CPA
Get Answers Quickly
We respond within 24 hours. We respect that you need answers quickly. This is your money, after all.
Good Night’s Sleep
Big decisions shouldn’t keep you up at night. We’ll analyze the data, explain your options, and help you move forward with confidence.
No Tax-Time Surprises
Because we’re working together all year, you’ll know what to expect when tax season comes around.
Businesses We're Proud to Support
People We’re Proud to Support
Schedule Your No-obligation Discovery Call
We’ll explore where you are now and where you want to go. From there, we will help you make the right decisions with confidence.
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While we don’t offer bookkeeping directly, we work closely with trusted bookkeeping partners and can connect you with a great fit.
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While we don't offer payroll services directly, we work closely with trusted payroll partners and can connect you with a great fit.
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Absolutely!