ACCOUNTING • TAX • FINANCIAL SERVICES

 

 

 

Albert Einstein once said, “The hardest thing in the world to understand is the income tax.” At Schiffman | Grow & Co., a Columbus CPA firm, we don’t pretend to be smarter than Einstein, but we like to think we’re pretty savvy when it comes to taxes.

Because we are always up to date on the latest tax laws and procedures, we are able to take a proactive approach when it comes to providing you with the best and most complete tax services available. We can easily identify key tax planning opportunities that can minimize your current and future tax liabilities. We provide both individual and business clients with expert tax counsel and advice throughout the year.

At Schiffman | Grow & Co., we utilize the latest, state-of-the-art tax preparation software and tax research resources to ensure the precise, accurate preparation of your returns.


ESTATE & TRUST TAX PREPARATION/PLANNING

One of the keys to good financial management is having your ducks in order… in other words, being prepared. This is especially true when it comes to estate planning.

Estate Planning is a complex process and it can be complicated. It is important to get advice and counsel from someone who knows and understands all aspects of estate planning and the many options available.

At Schiffman | Grow & Co., our team of estate planners is knowledgeable, experienced and up to date on the latest tax laws and policies. We will work with you and your attorney to develop an estate plan tailored to your specific goals.

Whether your primary objective is the orderly transfer of assets to your beneficiaries, providing security for a surviving spouse, eliminating or reducing taxes, providing for the continuity and succession of ownership of your business, or some other priority, we can help.

Schiffman | Grow & Co. in Columbus, Ohio has the skill and expertise to help you get your financial affairs in order. Keep in mind; it is never too soon to get started.

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Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered
Investment Advisor • 130 Springside Drive, Suite 300, Akron, OH 44333 • 1-800-765-5201.
Schiffman Grow & Co. is a separate entity from ValMark Securities and ValMark Advisers.
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As Columbus accountants, we offer many accounting and tax services for companies and individuals, including audits, tax preparation, bookkeeping and more.


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