The Advisor Group, LTD.

GROUP TAX PLANNING

BUSINESS AND PERSONAL
TAX PLANNING CONSULTING


Joyce C. Smith, CPA, EA	Cindy Mild, EA	Susan E. Thomas, CPA

Tax Planning, Tax Preparation, Business Accounting

TAX SERVICES
• Business Accounting
• Tax Preparation
• Bookkeeping
• QuickBooks
• IRS Audit
• Compilations
• Financial Statements
• Business Valuation
• Litigation Support
• Financial Problems

To request free tax review
and consultation,
• Free 1040 Review
• Free Tax Planning Report
click here.

For Ohio only

TAX AND FINANCIAL CONSULTATION

TAX PLANNING TO HELP REDUCE TAXES
  • Retirement Tax Planning
  • Estate Tax Planning
  • Retirement Income Analysis
  • Reducing Income Taxes
  • Gift Tax Planning
  • Asset Protection for Retirees
  • Long-Term Care Protection
  • Business Tax Planning
  • Investment Tax Review
  • Capital Gains Analysis

OTHER PLANNING SERVICES
• Debt Reduction & Elimination
• College Planning
• Employer Financial Learning Website
• Estate Planning & Living Trust
• Asset Protection Review -
• Lawsuit & Judgement Protection
• Businesses - Protecting Personal Assets
• Agri-Business & Farm Asset Protection
• Home-Based Business Planning
• Elder Parents - Protecting Heirs Estate
• Nursing Home Bankruptcy Protection

We are pleased to offer these services in coordination with
The Advisor Group, Ltd. and their advisor team.

Call us today for a free one hour tax and financial consultation and receive our FREE tax planning review.

Phone:(800)800-5720
Fax:(614)761-8995
Email:ica@financiallearnctr.com
Address: 555 Metro Place North, Suite 100
Dublin, Ohio 43017

Ask for Chuck Whitaker or Bill Pigeuron
for a tax planning consultation.

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