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
Harris’ economic policies expected to largely mirror Biden’s, analysts say
From USA Today – By Paul Davidson – Vice President Kamala Harris would largely adopt President Biden’s economic blueprint on major issues such as taxes, trade and immigration if she becomes the Democratic presidential nominee, despite her previous views that leaned...
Roth conversion ladder can save on taxes, unlock retirement funds early
From CNBC – By Kate Dore – A Roth conversion ladder is a multiyear strategy to transfer pretax funds to a Roth IRA to kickstart future tax-free growth. You'll owe upfront levies on the converted balance, but there is no 10% early withdrawal penalty after five years....
FinCEN warns of fraudsters using BOI Reports in scam attempts
The Financial Crimes Enforcement Network, the division of the US Treasury Department responsible for collecting new Beneficial Ownership Information reports from many companies in the United States, has issued an alert about potential scams involving the new...
People, we need people
We’re hiring! The Pinnacle CPA Advisory Group is now looking for some seasonal part time Administration help. Duties include answering the phone and performing light administrative duties. Also, we are ALWAYS hiring CPAs. If interested, click here to get in touch with us!
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What we Do
Individual & Business Accounting Services
Our Guarantees to You
- We will have your individual tax returns ready within 15 days or sooner.
- We will provide free phone calls for all 2022.
- 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.”