Welcome

Welcome to Hartlaub CPA Advisory Group!

We are a locally based, growing, certified public accounting (CPA) firm that focuses on the tax preparation, tax planning and the financial and business planning needs of individuals, real-estate agents and investors, the self-employed (schedule C and LLC) and business owners (Partnerships, S-corp and C-corp).  We also have extensive experience with trusts and estate income tax returns. We have an excellent client-retention rate, competitive fees and we are extremely proud of the high-quality services that our firm provides.  Our affiliated financial advisors, attorneys, payroll specialists and Quickbooks specialists offer integrated “one stop shop” for high net worth individuals and business owners during periods of transition.

Our office is conveniently located in the Spectrum Office Tower – 11260 Chester Road, Suite 560 Cincinnati, OH 45246 – across from the Sharonville Convention Center near the intersection of I-75 and I-275.  You can drop off your taxes during regular office hours or set an appointment and have them completed during your visit.  When you are ready to learn more about what we can do for you, we encourage you to contact us.

Current (off tax-season) Hours:

Monday – Thursday 9:30a.m. – 4:00p.m.

Please note hours can vary so please call to set an appointment in advance.

Please feel free to download and complete our tax organizer:  it is full of useful information and thoughtful questions.  Please also bring a signed copy of our 2016 Annual Engagement Letter when you visit our office.  Federal law requires us to obtain a copy of your drivers license or state issued I.D. card. If you are a new client we require a copy of last years tax return.

Hartlaub 2016 Tax Organizer

Hartlaub 2016 Engagement letter
(Please note the IRS requires us to obtain signatures from both spouses if married or a certified copy of a current Power of Attorney.)