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Tax Preparation Services

Our team of professionals prepare taxes for individuals, businesses and nonprofits.
Our staff includes two Certified Public Accountants and an Enrolled Agent. Our staff are members of the American Institute of Certified Public Accountants and Ohio Society of CPAs.

  • Convenient & professional
  • Federal, state, and local tax preparation
  • Returns filed electronically for fast and secure submissions
  • View completed returns in online banking - ‘All Services’ tab then ‘Document Cabinet’
  • CU Reward points can be redeemed for tax services
  • Small business accounting services available

Getting Started

Returning tax clients
Stop in our Shafer Street office to update your personal and dependent information. You’ll also need to complete the required due diligence questions. These forms are generally mailed to your address on record around the first week in January. We’ll also need you to print and complete a tax organizer form.

New tax clients
Please contact our office to schedule a face to face meeting or telephone interview with one of our tax preparers. You'll need to allow about 15 minutes to complete the necessary forms and provide verification of identity. Also be prepared to provide documentation of eligibility to claim any dependents. Here is a tax organizer form you’ll need to print and complete.

There is a fee for our tax service and payment for this service is expected prior to any tax returns being filed.

Appointments
Appointments are not required as we do not prepare tax returns during appointments. We offer a document drop off service and call, email, or text at the time the return is prepared (whichever form of communication you choose). We do offer appointments for consultation or tax planning.  Tax planning appointments are limited during the busy tax season and can be requested anytime throughout the year.  To schedule a consultation appointment for tax, payroll, or accounting please choose an available time on our appointment calendar.

 

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