CPA Advisory Group, Inc.

CPA Advisory Group, Inc. A full-service public accounting, tax, financial services, and consulting firm in Worthington, OH Call us today! Your initial consultation is FREE!

CPA Advisory Group specializes in servicing the needs of small businesses and individuals, seeking to add value to our clients' experience through creative approaches to help them not only survive, but flourish in these turbulent economic times. Our service offerings include, but are not limited to:

TAX
* Individual Returns & Planning

* Business Returns & Planning * Payroll Returns * Estate & Trust Returns * IRS Offers-in-Compromise * Audit Support

ACCOUNTING
* Financial Statements * Monthly Accounting * Controllership * Record Keeping * Staff Training

CONSULTING
* Business Coaching * Business Brokerage * Choice of Entity Guidance * Human Resources


TECHNOLOGY
* QuickBooks Training & Support * Cloud Computing * Paperless/Virtual Office * Computer Hardware & Software * Web Design & Support

INVESTMENTS
* Fee Based Management * Insurance * Annuities & Other Products * Personal Financial Planning * Retirement Planning

OTHER
* Seminars & Training on various Tax & Financial Topics * Business Plans *Business Start-Ups * Banking & Loan Origination * HSAs, 105 Plans & 125 Plans

We provide these services to a diverse client base including individuals & business start-ups, to more established small-to-mid-size businesses of various entity types and industries - including non-profit organizations.

There's not much to say about this other than, Stay Tuned. Congress is now involved in trying to put off the BOI Reports...
02/19/2025

There's not much to say about this other than, Stay Tuned. Congress is now involved in trying to put off the BOI Reports requirement for a year, as the courts are stepping out of the way. If you are just ready to file your BOIR and need help, contact the CPA Advisory Group about filing for you.

A bill to extend the deadline for small businesses to report their beneficial ownership information, or BOI, passed the US House Feb. 10

He can knock out Tyson, we can knock out your taxes!CPA Advisory Group employees pose for a photo with Columbus’ own Wor...
02/12/2025

He can knock out Tyson, we can knock out your taxes!
CPA Advisory Group employees pose for a photo with Columbus’ own World Heavyweight Boxing Champion Buster Douglas, during Buster’s recent stop by the office. From left are Veronica Jeffries, I'sha Martin, Shelley Colley, Buster, Lisa Green, Jane Loe and Asli Abokor. Buster’s visit came 35 years to the day from his Feb. 10, 1990, knockout of Mike Tyson in Tokyo to claim the World Heavyweight Title.

One sure way to get your personal information stolen: Pick a disreputable tax preparer. Or you could use the IRS's tax p...
02/05/2025

One sure way to get your personal information stolen: Pick a disreputable tax preparer. Or you could use the IRS's tax preparer directory and find certified professionals -- like those who work at the CPA Advisory Group. :)

The IRS on Monday reminded taxpayers to choose their tax preparers carefully, to avoid tax-related identity theft and financial harm.

It's on! The IRS is now accepting individual returns for the 2024 tax year. If you need help with your return - individu...
01/29/2025

It's on! The IRS is now accepting individual returns for the 2024 tax year. If you need help with your return - individual or business - our experts are ready! Call the CPA Advisory Group, Inc. today.

The IRS opened the 2025 tax filing season Monday, and is accepting and processing federal individual tax year 2024 returns.

Good news for parents of children with disabilities: Higher ABLE account contributions allowed for 2025. Nice article in...
01/16/2025

Good news for parents of children with disabilities: Higher ABLE account contributions allowed for 2025. Nice article in DisabilityScoop.com below --

Starting this month, individuals with disabilities can accrue more money than ever before in special ABLE accounts that allows people to save without jeopardizing access to Medicaid and other government benefits.

It's about that time -- for tax forms to begin arriving in the mail and on your desk at work. Do you know what to do wit...
01/09/2025

It's about that time -- for tax forms to begin arriving in the mail and on your desk at work. Do you know what to do with them all?

Tax Day is approaching, and soon it will be time to begin assembling forms. All those numbers and letters – W-2, W-9, 1099 – can overwhelm.

Nice article here from AARP, on changes on the horizon that will affect your life in retirement in the new year —
12/26/2024

Nice article here from AARP, on changes on the horizon that will affect your life in retirement in the new year —

Retirement is not static. Even when the kids are gone and the career is done, your lifestyle and expectations are constantly evolving.

As you get your records together and make strategic year-end moves to minimize your 2024 taxes, here's a preview of the ...
12/11/2024

As you get your records together and make strategic year-end moves to minimize your 2024 taxes, here's a preview of the 2025 adjustments ahead —

For married couples filing jointly, the adjustments raise the standard deduction to $30,000, an increase of $800 from tax year 2024.

If you received work income through Venmo or a similar payment platform this year, new IRS regulations enforce reporting...
12/04/2024

If you received work income through Venmo or a similar payment platform this year, new IRS regulations enforce reporting it.

If you receive work income through Venmo or a similar payment platform, new IRS regulations enforce reporting it.

Wishing all our clients and partners a beautiful and bountiful Thanksgiving!
11/27/2024

Wishing all our clients and partners a beautiful and bountiful Thanksgiving!

This could change a lot about how employers attract new talent -- though the jury is still out on whether it will harm r...
11/20/2024

This could change a lot about how employers attract new talent -- though the jury is still out on whether it will harm retirement saving.

What if you had the flexibility to choose how to use your 401(k) match? One company has just started allowing it.

Good news if tax-free retirement savings are high on your list for next year --
11/06/2024

Good news if tax-free retirement savings are high on your list for next year --

Americans can sock away more in their workplace retirement plans in 2025, with 'super catch-up' contributions allowed for those aged 60-63

Address

131 Dillmont Drive , Ste 200
Columbus, OH
43235

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 5pm
Wednesday 8am - 6pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 9am - 4pm

Telephone

(614) 942-1990

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