CPA Advisory Group, Inc.
Leading small businesses and individuals to success
Tax Services
We pride ourselves on being efficient, affordable, and of course, extremely discreet.
Business Services
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 Services
QuickBooks: Ideal accounting solution for small to mid-sized businesses.
Featured articles & tax tips blog
Student Loans: Pay Off Early or Save More for Retirement?
Pinnacle Wealth Planning Services, Inc. — For adults with student debt and extra money on hand, deciding whether to pay off student loans early or put those funds toward retirement can be tricky. It's a financial tug-of-war between digging out from debt today and...
Now’s a Good Time to Consider a Roth Conversion
Pinnacle Wealth Planning Services, Inc. — This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you've been thinking about converting your traditional IRA to a Roth, now might be an appropriate...
Year-End 2020 Tax Tips
Pinnacle Wealth Planning Services, Inc. — Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider opportunities to defer income to 2021, particularly if you think you may be in a lower tax...
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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
“Thank God for people like you to get through COVID-19 and PPP loans.”
“Always on top of changes in tax law; always looking for ways to save us money; always friendly; always responsive.”
“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!!!”
“The firm has a genuine focus on helping small businesses succeed and preparing the owners the best solutions on tax guidance.”
“We have been clients nearly 30 years and have never experienced any dissatisfaction.”
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.
info@cpaagi.com
(614) 942-1990
131 Dillmont Dr., Ste 200, Columbus, OH 43235
Mon-Fri: 8:30am-5pm; Sat-Sun: Closed
Contact the CPA Advisory Group
CPA Advisory Group, Inc.
Leading Small Businesses and Individuals to Success
