CPA Advisory Group, Inc.
Leading small businesses and individuals to success
We pride ourselves on being efficient, affordable, and of course, extremely discreet.
We take care of the books, so you can get back to running your business.
Services for Individuals
You get one-on-one guidance to manage risk and improve performance.
QuickBooks: Ideal accounting solution for small to mid-sized businesses.
Featured articles & tax tips blog
From the Pinnacle CPA Advisory Group — The Pinnacle Group of KM&M and CPA Advisory Group will stage “PPP for Me Me Me," a free live webinar from 4-5 PM Friday, May 29. Nationally recognized speaker on taxation and small business Dave Krebs will lead us in...
Thomson Reuters — This checklist was prepared for our clients and friends as a quick way to identify eligible programs. Please contact us for the details. Many of the details are not available yet from the government. This is not meant to be an all-inclusive summary...
Thomson Reuters — If your Paycheck Protection Program (PPP) loan application was approved, congratulations! We hope it provides much needed cash during these uncertain times. Now that you have the funds, we want to point out certain steps you should take over the next...
Coronavirus Assistance Checklist and CPA Advisory Group Policies During the Health Crisis
We at the CPA Advisory Group hope that you and your family are well. We have continued to monitor and react to this unprecedented situation over the past few weeks, as we are sure so many of you have done as well.
As most of you know, Dave Krebs is a nationally recognized speaker on business and taxation. He has developed a great tool for you. Click the “Corona Checklist” box above for a quick, up-to-date checklist for financial and tax provisions available to individuals and businesses. Dave will be updating the checklist as new facts are known about the 880 page stimulus bill called the CARES Act. The CPA Advisory Group team can provide more detail as needed.
Moving forward, our primary goal is to continue to provide awesome service to our clients and do so in the safest manner possible, both for our clients and our team. Know that we will be here for you through these uncertain times to handle your tax and accounting needs.
The majority of our Columbus office team are working remotely as long as their role permits. While accounting firms are considered an “essential business” by the governor’s “Stay at Home” order, we feel that it is best for the health and safety of our staff to have the option of not having to come to the office. We anticipate some
reduction in our productivity and efficiency and request your understanding and patience as we work through the challenges of remote processing. We have several great options to continue to do business virtually, including meeting via phone or video calls, and sending/receiving your documents electronically rather than delivering hard copies to our office. Please consider one of these alternative options for information exchange:
- Our secure online client portal: If you’re not already registered for our 24/7 secure online portal, please email our office to be set up, at firstname.lastname@example.org. Registered users can login at cpaagi.com, at the Client Portal Login.
- Our secure file exchange: This is also located on our website at cpaagi.com, through the Share File Link above). This will allow you to send documents securely.
- Please do not use non-encrypted email to send documents with sensitive information.
U.S. Mail is also a great option in lieu of coming to our physical office. If you need to stop by our office, please call 614-942-1990 in advance so our team knows you are coming. Please do not hesitate to contact us with any questions or concerns you may have relative to your financial and tax situation.
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What we Do
Individual & Business Accounting Services
Our Guarantees to You
- We will have your 2019 individual tax returns ready within 15 days or sooner.
- We will provide free phone calls for all 2020.
- We will provide free electronic filing.
- We will return your emails and phone calls within 2 business days.
- We will provide a regular electronic newsletter of tax advice.
- We will start your appointment within 15 minutes of the scheduled time.
- We are responsible for penalties related to our preparation errors.
- Your return will always be reviewed by at least 3 sets of eyes.
Who We Are
‘Leading small businesses and individuals to success’ isn’t just our motto. It’s our mission.
CPA Advisory Group, Inc., a Pinnacle CPA Advisory Group member located in Columbus, services the needs of small businesses and individuals.
We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Established in 1968, CPA Advisory Group, Inc., offers over 50 years of integrated solutions in business advisory, financial planning, taxation, and more to a broad range of businesses and individuals in the ever-growing Central Ohio area.
Our Chief Visionary Officer Dave Krebs is a nationally recognized author, speaker and educator on small business, taxation and practice management. We have developed systems that are the model for CPA firms around the country.
What our customers say about us
“Under normal conditions, Dave Krebs and the CPAAGI team are exceptional. But, during this COVID 19 pandemic, they’ve truly become business savers! I want to thank Dave and everyone there for all the great help, advice, and support!
“I highly recommend CPAAGI!!!”
“We have been clients nearly 30 years and have never experienced any dissatisfaction.”
“Always on top of changes in tax law; always looking for ways to save us money; always friendly; always responsive.”
“The firm has a genuine focus on helping small businesses succeed and preparing the owners the best solutions on tax guidance.”
Visit our conveniently located offices
The CPA Advisory Group is located conveniently in north-central Columbus, off U.S. Route 23, just north of Interstate 270. Our offices at 131 Dillmont Drive are convenient to Powell, Worthington, Lewis Center and Dublin, as well as Westerville and New Albany.