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

Medicare Open Enrollment – Review Your Plans

Medicare Open Enrollment – Review Your Plans

From Pinnacle Wealth Planning Services, Inc. – Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your...

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How to Get a First-Time Small Business Loan

How to Get a First-Time Small Business Loan

From Business.org —   If you’re looking for a first-time small-business loan, make a plan and understand your options before you apply. By Ben Gran, Freelance Writer Getting a first-time small-business loan can make a big difference for your company’s growth and...

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Are You Ready? When to Begin Collecting Social Security

Are You Ready? When to Begin Collecting Social Security

From the Pinnacle CPA Advisory Group/Thomson-Reuters —   Dear Clients, If your 62nd birthday is in the near future, it's time to start thinking about your Social Security benefits. Many people consider 65 to be the traditional age for retirement. But for Social...

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Starting A Business?

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Start-Ups!

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Another Day Above Ground, April 15, 2021

What we Do

Individual & Business Accounting Services

Our Guarantees to You

  • We will have your 2020 individual tax returns ready within 15 days or sooner.
  • We will provide free phone calls for all 2021.
  • 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.”

—Chad

“Always on top of changes in tax law; always looking for ways to save us money; always friendly; always responsive.”

—Mary

“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!!!”

—Tom

“The firm has a genuine focus on helping small businesses succeed and preparing the owners the best solutions on tax guidance.”

—Ervin

We have been clients nearly 30 years and have never experienced any dissatisfaction.”

—Bill & Barb