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Ohio Tax Advocates, Ltd.

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Ohio Tax Advocates, Ltd.

Ohio Tax Advocates, Ltd is your tax preparer, tax analyzer, and tax planner. Call us to receive a complimentary review of your tax returns at 614-356-8647

We act as your portal to tax experts all over America, that can help you pay less taxes long term.

04/16/2026

A tax refund can be a welcome surprise, but deciding what to do with it matters.

From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.

Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025
CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025

04/13/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind not just during tax season, buy year round.

04/05/2026

It’s 10 days until Tax Day!

We get it, a busy person like you might find themselves filing your taxes in the final stretch for many reasons.

Get your paperwork together, talk to your trusted tax professionals, and remember that filing for an extension is possible before April 15th!

03/17/2026

Having a clear view of key tax thresholds can make a big difference when helping clients plan long-term strategies.

This 2026 Tax Planning Reference Chart provides a quick snapshot of several important figures — including income brackets, long-term capital gains rates, standard deductions, exemptions, deduction limits, and charitable planning rules.

I’m able to share this resource through my membership in Ed Slott’s Master Elite IRA Advisor Program, which provides advanced tax planning education and tools for advisors focused on retirement and estate planning strategies.

02/26/2026

As tax season approaches, a little early organization may help things feel more manageable.

A good first step is collecting the documents relevant to your return. Many people track down items such as W-2s, 1099s, donation receipts, and statements related to investment activity.

If you’re missing older records or need to look back at previous filings, the IRS provides transcripts you can view online or request by mail. These transcripts may help you confirm prior-year AGI, payment history, or other details needed during filing.

It may also be a good moment to review contributions you made to certain accounts, charitable giving records, or any other financial choices that relate to your broader tax picture.

We're here to support you and provide guidance tailored to your situation.

02/23/2026

The One Big Beautiful Bill Act extends the 2017 tax cuts set to expire this year, making some of those rules permanent. The bill also creates several new tax laws for individuals while addressing other tax issues for businesses.
It might be a good time to check with your tax, legal, or accounting professional about the changes in the law. Some will start this year, while other changes will kick in in 2026.
Like previous tax laws, some new rules are scheduled to expire, while others are permanent. Here’s a look at changes expected to impact most tax filers shortly.

02/20/2026

This tax season may look a little different due to the One Big Beautiful Bill Act.

In fact, the Tax Foundation calculated that in dollars and cents, each taxpayer will pay $4,000 less in federal taxes starting in 2026.

That news brightens my day, and it looks like it may continue to buoy investors' spirits in the second half of the year.

02/02/2026

Just like you wouldn't lie to your doctor - don't lie to your tax preparer!
Keep them up-to-date and informed before the tax season ends in April!

01/15/2026

🧾 Tax Season 2026 Is Underway

Getting a head start can help make this season a little less stressful.
Start by:
✔️ Gathering key documents (W-2s, 1099s, receipts)
✔️ Reviewing income and expenses
✔️ Noting any life changes that may impact your return (we can help with this)

The filing deadline? April 15, 2026.
Call us when you have all your documents and we'll connect you with a trusted CPA!

08/09/2025

📚 Celebrate National Book Lover’s Day with Greg DuPont's Must-Reads!

1️⃣ The Retirement Tax Trap - Available on Amazon
Discover how to avoid the hidden tax risks lurking in your IRA and 401(k). Learn proactive strategies to reduce lifetime tax burdens, turn retirement plans into income machines, and safeguard your future finances. This is a must-read before retirement!

2️⃣ The Recipe for Success - Available on Amazon
Greg teams up with Jack Canfield to share his expertise. His chapter, Getting Your Affairs in Order, dives into the importance of financial advocacy and ensuring your assets are protected in the modern era. Eye-opening and empowering!

3️⃣ Consumer’s Guide to Estate Planning in Ohio - Available on our law firm's web, https://bit.ly/4lO4bNa
Uncover the essentials of estate planning in this practical guide. From understanding probate to knowing the right time to plan, Greg simplifies the complexities and provides peace of mind for you and your family.

📌 Have you read any of these before? Let us know which one is your favorite.

04/15/2025

Happy (or maybe not-so-happy?) Tax Day! Whether you’ve filed an
extension, expect a refund, or are just glad it's over, April 15th is a pretty big yearly milestone for the American public.

It’s also a good opportunity to take a moment and think about your financial goals for the following year!

Curious if you could save more on your taxes next year? Send us a message to get a plan together!

Address

655 Metro Place S Suite #440
Dublin, OH
43017

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16143568647

Website

https://www.taxplanningohio.com/

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