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
Paid through Venmo, CashApp, or PayPal in 2024? The IRS will know
If you receive work income through Venmo or a similar payment platform, new IRS regulations enforce reporting it. From ZD Net — By Artie Beaty — Payment platforms like Venmo and CashApp have become the easiest way to send money to someone over the past few years, but...
This ‘bucket strategy’ could lower your taxes in retirement — here’s how to maximize it
From CNBC — By Kate Dore — Many retirees don’t think about taxes until it’s time to withdraw funds from a pretax account, which can be a costly mistake, financial experts say. Only 3 in 10 Americans have a plan to reduce taxes on retirement savings, according to a...
IRS ruling on one company’s 401(k) match may change the way Americans apply contributions
But is it a good idea to pay off debt — or just an easy way to drain savings? From Moneywise — By Christy Bieber — What if you had the flexibility to choose how to use your 401(k) match? One company has just started allowing it. The Internal Revenue Service (IRS)...
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.”