Business Page
Tavola Group — More Than a Tax Return.
Tax & Financial Services
4.7 stars
30 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
CPA, MBA, EA, JD, LLM
About us
At Tavola Group, we prioritize communication, efficiency, and responsiveness in everything we do. We provide proactive tax advisory, tax filing, compliance, accounting, and advisory services tailored to the unique needs of individuals, business owners, and real estate investors. We help our clients navigate complex tax laws, remain compliant, reduce tax liabilities, and make confident financial decisions. Whether you're filing a personal tax return, operating a growing business, or expanding a real estate portfolio, our team is committed to delivering timely guidance and exceptional service every step of the way.
Specialties
Tax & Accounting
Tax planning & strategy
Accounting
Bookkeeping
Tax prep & filing
RE Professional Status
Cost Segregation
STR Loophole
MultiState Taxes
Foreign Investment
1031 Exchange
721 Exchange
Business Taxes
Reviews (30)
4.7 stars
30 Reviews
4.7 stars
29 Reviews
5.0 stars
1 Review
5.0 stars
3 months ago
Reviewed by
Michael Huff
Matt Schumacher is one of the most gifted professionals I have had the privilege of working with! If you need a business broker, he is the absolute best!
5.0 stars
7 months ago
Reviewed by
Zack Knab
I was looking to connect with a real estate tax professional as I look to buy my first investment property. I got the opportunity to talk with Matt with no strings attached and free of charge. This is an organization that goes above and beyond and is willing to share their expertise. I will definitely be in contact moving forward as I expand my portfolio!
5.0 stars
Edited 7 months ago
Reviewed by
David Shelly
James has been an incredible asset to both our personal and business finances for many years. He currently handles our taxes through Tavola Group, and prior to that he worked directly with our company as our controller, so he knows our financial picture inside and out.
James is extremely thorough, organized, and consistently on top of every deadline—nothing ever slips through the cracks. He’s exceptionally sharp, a true wiz with statistics and spreadsheets, and always able to explain complex issues clearly and calmly.
Most importantly, James is someone I completely trust with sensitive financial information. His professionalism, attention to detail, and proactive approach provide real peace of mind.
He is absolutely worth every penny and a standout professional in his field. I couldn’t recommend him more highly.
5.0 stars
10 months ago
Reviewed by
Logan Wuethrich
Tavola has been an absolute asset to us. It is incredible how much their expertise has changed the level of my businesses. James Kelly is outstanding- Extremely responsive, thorough, intelligent, and quite frankly just an enjoyable person to converse with. He is able to take questions from left field and prepare a plan. I always felt uneasy with previous accountants and whether or not I was compliant in the way we do business- Tavola has put me at ease knowing I am in good hands. Kudos to this firm for all they do!
5.0 stars
11 months ago
Reviewed by
Charmae deBoer
Tavola Group has been a fantastic partner for us. We were looking for a new accountant who will give more advisory services, as well as file our annual tax returns. For the same price that I was paying for just a tax filing, I am getting quarterly check-ins with actionable ideas on how to reduce our tax burden, strategic investing moves, and how our real estate investments impact our taxes and overall strategy. Plus, they are upfront about pricing at the get-go, so no more surprise bill after my taxes have been filed. Very, very happy.
5.0 stars
over 1 year ago
Reviewed by
Marcos Ramon
Great company that not only provides the answers you seek but also gives you educational opportunities to build you knowledge.
5.0 stars
over 1 year ago
Reviewed by
Marcos Ramon
Great company that not only provides the answers you seek but also gives you educational opportunities to build you knowledge.
5.0 stars
3 months ago
Reviewed by
Michael Huff
Matt Schumacher is one of the most gifted professionals I have had the privilege of working with! If you need a business broker, he is the absolute best!
5.0 stars
7 months ago
Reviewed by
Zack Knab
I was looking to connect with a real estate tax professional as I look to buy my first investment property. I got the opportunity to talk with Matt with no strings attached and free of charge. This is an organization that goes above and beyond and is willing to share their expertise. I will definitely be in contact moving forward as I expand my portfolio!
5.0 stars
Edited 7 months ago
Reviewed by
David Shelly
James has been an incredible asset to both our personal and business finances for many years. He currently handles our taxes through Tavola Group, and prior to that he worked directly with our company as our controller, so he knows our financial picture inside and out.
James is extremely thorough, organized, and consistently on top of every deadline—nothing ever slips through the cracks. He’s exceptionally sharp, a true wiz with statistics and spreadsheets, and always able to explain complex issues clearly and calmly.
Most importantly, James is someone I completely trust with sensitive financial information. His professionalism, attention to detail, and proactive approach provide real peace of mind.
He is absolutely worth every penny and a standout professional in his field. I couldn’t recommend him more highly.
5.0 stars
10 months ago
Reviewed by
Logan Wuethrich
Tavola has been an absolute asset to us. It is incredible how much their expertise has changed the level of my businesses. James Kelly is outstanding- Extremely responsive, thorough, intelligent, and quite frankly just an enjoyable person to converse with. He is able to take questions from left field and prepare a plan. I always felt uneasy with previous accountants and whether or not I was compliant in the way we do business- Tavola has put me at ease knowing I am in good hands. Kudos to this firm for all they do!
5.0 stars
11 months ago
Reviewed by
Charmae deBoer
Tavola Group has been a fantastic partner for us. We were looking for a new accountant who will give more advisory services, as well as file our annual tax returns. For the same price that I was paying for just a tax filing, I am getting quarterly check-ins with actionable ideas on how to reduce our tax burden, strategic investing moves, and how our real estate investments impact our taxes and overall strategy. Plus, they are upfront about pricing at the get-go, so no more surprise bill after my taxes have been filed. Very, very happy.
