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.

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Tax Planning & Preparation for Individuals

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Income Tax Preparation


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Tax Planning Services


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IRS Tax Problem Resolution

State and Local Taxes

Audit Resolution

Tax professional reviewing financial documents

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

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Financial Services for Ohio’s Small Businesses

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Tax, Accounting and Advisory Services


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Ledger Management


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Financial Accounting

Fiscal Management

Financial Reporting

CPA working with client for tax prep

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

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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

  • "Effie's very customer service oriented. She's diligent in what she does with her follow-up with people. It's really hard to find a CPA that looks beyond that tax form."

    - Pamela Kruger, Kruger Consulting

  • “She's the most trustworthy person I've dealt with. She knows everything about us, and I never have to worry."

    - Jim Camiola, Cameo Landscaping

  • "She called me and said they made a mistake on your prior taxes. You're gonna get a $75,000 return. She went above and beyond for me!"

    - Mary Eink, Spavia Day Spa

Tax advisors collaborating on tax planning and financial documents

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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CPA looking over tax planning and financial documents
  • While we don’t offer bookkeeping directly, we work closely with trusted bookkeeping partners and can connect you with a great fit.

  • While we don't offer payroll services directly, we work closely with trusted payroll partners and can connect you with a great fit.

  • Absolutely!