Tax and Wealth Planning in Columbus, Ohio

I started JCS Retirement Tax Advisors because I kept seeing the same problem. People were getting good investment advice with no tax strategy behind it, or good tax preparation with no financial plan around it. The two were never talking to each other, and it was quietly costing people money.

So I built a firm where they talk. I'm a CFP® and an Enrolled Agent, which means the person planning your money is the same person thinking about the tax bill that money creates. Most people have an advisor and a tax person. Very few have one who does both and understands how tightly the two are tied together.

Here's how I think about the job. I help people be efficient with their money and make smart, educated decisions with it. Not chase the hot investment. We focus on the things we can actually control, and taxes sit near the top of that list.