We are a locally based, growing, certified public accounting (CPA) firm that focuses on the tax planning, tax preparation 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) and estates.  We are well versed on opportunities contained in the current federal and state budgets as they relate to your business and personal situation.

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 Non Tax-Season Hours (April 15 – January 31, 2025):

Monday through Thursday 9:00am – 5pm. Closed Friday and Saturday.

Please call our main number with any questions (513) 821-8768.

Annual Forms:

2023 Hartlaub Tax Questionnaire

2023 Tax Organizer for Business Rental Property

2023 Tax Organizer – All Clients

2023 Annual Engagement Letter Individual All Clients