Welcome to Hartlaub CPA Advisory Group!
We are a locally based certified public accounting (CPA) firm that focuses on the tax preparation, tax planning and the financial and business planning needs of both individuals, real-estate agents and investors, the self-employed (schedule C and LLC) and business owners (Partnerships, S-corp and C-corp). 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 located at 11260 Chester Road, Suite 560- across from the Sharonville Convention Center. 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.
Monday – Friday 9:30a.m. – 4:00p.m.
Saturday open during tax season only.
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 2015 Annual Engagement Letter when you visit our office. If you are a new client we require a copy of last years tax return.
2015 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.)