The Advisor Group, LTD.

BUSINESS AND PERSONAL
TAX PLANNING CONSULTING


Joyce C. Smith, CPA, 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 retirement tax review and consultation,
• Free 1040 Review
• Free Retirement Tax Analysis
click here.

For Ohio only

FREE
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)383-6789 • (614)791-3242
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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