Doucet Gerling Cllpa

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Ohio Tax Advocates, Ltd. is a trusted tax preparation and planning firm based in Dublin, OH, offering comprehensive services to individuals, professionals, and small to mid-size businesses. With a team of expert tax professionals, they provide meticulous tax preparation for various forms, including personal, corporate, partnerships, and trust returns, along with state, multi-state, city, and local tax filings. As a client-focused firm, Ohio Tax Advocates goes beyond tax preparation, offering strategic tax planning services to help clients optimize their tax outcomes. They specialize in small business strategy development, charitable tax planning strategies, social security taxation reduction, Roth IRA conversion strategies, 401K strategies, and estate planning. With their commitment to superior client service and consulting, Ohio Tax Advocates ensures accurate and reliable tax solutions tailored to each client's unique needs.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Worthington, OH area, James Johnson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.