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Tax & Financial Services in Ohio

41 investor-friendly Tax & Financial Services found in Ohio as of June 1, 2026

  • Clint Coons's profile image

    Clint Coons

    Anderson Advisors

    Tax & Accounting

    4.7 stars
    602 Reviews
    38 forum posts

    Tax & Accounting

    Anderson Advisors is the one-stop shop for business owners and investors for your tax planning, tax preparation, and bookkeeping needs. We go beyond just filing your taxes – we structure your business in a way that minimizes your tax burden and protects your hard-earned assets. Our team of tax professionals and attorneys, many of whom are real estate investors themselves, will develop personalized strategies to help you grow your wealth and achieve your financial goals. With tax planning and ... view more
  • Matthew Schumacher's profile image

    Matthew Schumacher

    Tavola Group - Proactive Tax Planning

    Tax & Accounting

    4.7 stars
    31 Reviews
    31 forum posts

    Tax & Accounting

    Tavola Group specializes in tailored tax planning strategies designed to maximize savings and financial efficiency for business owners, real estate professionals, and investors. With expert guidance, we help you navigate complex tax laws, protect your wealth, and achieve your financial goals. view more
  • Steve Wolterman's profile image

    Steve Wolterman

    1031 Federal Exchange

    Tax & Accounting

    49 forum posts

    Tax & Accounting

    1031 Federal Exchange is an attorney owned boutique 1031 Qualified Intermediary business. We Specialize in the 1031 exchange and service clients nationwide. We Facilitate all types of tax-deferred exchanges, including forward exchanges, Reverse Exchanges, improvement or build-to-suite and foreign exchanges. view more
  • Max Gallagher's profile image

    Max Gallagher

    24Acres

    Financial Planning

    Tax & Accounting

    5.0 stars
    12 Reviews
    18 forum posts

    Financial Planning

    Tax & Accounting

    24Acres is a boutique wealth management and tax planning firm specializing in working with high-net-worth individuals and families who own investment real estate alongside other assets. We provide fully integrated, fiduciary advice that brings together investment management, tax strategy, estate planning, insurance, and real estate advisory—all under one roof. Our goal is to simplify complexity, optimize after-tax outcomes, and help our clients make confident, informed decisions with their en... view more
  • Ryan Ross's profile image

    Ryan Ross

    Quality Back Office

    Tax & Accounting

    Tax & Accounting

    We are real estate investors helping real estate investors. We speak your language because we are the same as you. We help real estate investors stay on top of their books, minimize taxes, and keep more of what they earn through smart planning and strategy. Whether you're just starting out or scaling up, we've got the numbers side of your business covered. view more
  • Julius Vincent's profile image

    Julius Vincent

    Horizon Wealth & Tax Advisors

    Tax & Accounting

    5.0 stars
    4 Reviews
    143 forum posts

    Tax & Accounting

    Real estate investors earning $250K+ are overpaying $30K–$100K in taxes annually. Not because the strategies don't exist, but because no one is executing them proactively. At Horizon Wealth & Tax Advisors, we go far beyond tax prep. We build and implement advanced tax strategies (cost segregation, STR material participation, REPS qualification, bonus depreciation, and entity structuring) designed to create real, measurable savings and help you reinvest that capital into more deals and fast... view more
  • Serena Verma's profile image

    Serena Verma

    Hostvisors

    Tax & Accounting

    Tax & Accounting

    Hostvisors specializes in advisory, accounting, bookkeeping, and software automations, including AI workflow services. view more
  • Jason Malabute's profile image

    Jason Malabute

    Malabute & Company CPAs

    Tax & Accounting

    5.0 stars
    24 Reviews
    2029 forum posts

    Tax & Accounting

    I’m Jason Malabute, CPA, CTC, MBA — a real estate-focused tax strategist and investor with hands-on experience in STR, MTR, LTR, BRRRR, fix & flip, buy & hold, house hacking, and 1031 exchanges. I’ve personally invested in single-family and multifamily value-add projects across Atlanta, GA and Indianapolis, IN — including as a General Partner syndicating 342 multifamily units. At Malabute & Company CPAs, we specialize in bookkeeping, payroll, tax compliance, and proactive tax planning — a... view more
  • Lawrence Courtien's profile image

    Lawrence Courtien

    Vestora

    Tax & Accounting

    5.0 stars
    7 Reviews
    3 forum posts

    Tax & Accounting

    Vestora helps landlords, real estate investors, and property managers take control of their finances by putting bookkeeping on autopilot. Designed specifically for the unique needs of rental property owners, Vestora integrates seamlessly with Baselane (The Official Banking Partner of BiggerPockets) to track income, expenses, and deductions with accuracy and ease. With tailored service tiers ranging from guided setup for beginners to full-service bookkeeping and advisory support for seasoned i... view more
  • Jose Garcia Venegas's profile image

    Jose Garcia Venegas

    Pacific Crest Tax Advisors

    Tax & Accounting

    2 forum posts

    Tax & Accounting

    Pacific Crest Tax Advisors provides specialized tax planning and advisory services for real estate investors, small business owners, and high-income professionals. With over 8 years of experience our firm stands out by combining deep expertise in business and real estate taxation with proactive strategies that maximize savings, ensure compliance, and build long-term financial growth. At Pacific Crest Tax Advisors, we believe taxes should be used as a wealth-building tool, not just a yearly... view more
Showing 21 - 30 of 41 Ohio Tax And Financial Services