David Olivencia's Contact Details

David Olivencia's Company Details

CPA Advisory Group, Inc.

Westerville, OH, US • 20 - 49 Employees
Accounting

CPA Advisory Group, Inc. is a full-service CPA firm in north Columbus, Ohio, convenient to Westerville, Worthington, Powell, Lewis Center, New Albany and Dublin. We specialize in servicing the needs of small businesses and individuals, adding value to our clients' experience through creative approaches to help you not only survive, but flourish in these turbulent economic times.Our service offerings include, but are not limited to:TAX*Individual Returns & Planning * Business Returns & Planning * Payroll Returns * Estate & Trust Returns * IRS Offers-in-Compromise * Audit SupportACCOUNTING*Financial Statements * Monthly Accounting * Controllership * Record Keeping * Staff TrainingCONSULTING*Business Coaching * Business Brokerage * Choice of Entity Guidance * Human ResourcesTECHNOLOGY*QuickBooks Training & Support * Cloud Computing * Paperless/Virtual Office * Computer Hardware & Software * Web Design & SupportINVESTMENTS*Fee Based Management * Insurance * Annuities & Other Products * Personal Financial Planning * Retirement PlanningOTHER*Seminars & Training * Business Plans * Business Start-Ups * Banking & Loan Origination * HSAs, 105 Plans & 125 PlansWe provide these services to a diverse client base including individuals & business start-ups, to more established small-to-midsize business of various entity types and industries - including non-profit organizations. Call us today! Your initial consultation is FREE!!