We are a Professional Financial Firm located in Columbus Ohio Area. We offer a full range of financial services to individuals and businesses. We take a very personal interest in our clients and strive to provide world class financial services. Our Certified Public Accounting Firm provides tax planning and preparation services; financial planning and accounting services to our clients based on sound practices that evolve into wealth management strategies to provide our clients with a secure financial future.
We help our clients develop the financial plan that best fits the client's personal lifestyle. Our exposure to a wide variety of clients and business systems provides us with the expertise necessary to evaluate all types of financial transactions and recommend the appropriate solutions. We would like to become your financial consultant assisting you with all of your financial needs, tax planning, retirement planning.
If you have any questions, would like to make an appointment, would like to become our client, refer someone to our firm, or arrange for a seminar presentation for your club or group please contact our office at (614) 228-2515 or email Denise at denise@deniseaortiz.com.
We help our clients develop the financial plan that best fits the client's personal lifestyle. Our exposure to a wide variety of clients and business systems provides us with the expertise necessary to evaluate all types of financial transactions and recommend the appropriate solutions. We would like to become your financial consultant assisting you with all of your financial needs, tax planning, retirement planning.
If you have any questions, would like to make an appointment, would like to become our client, refer someone to our firm, or arrange for a seminar presentation for your club or group please contact our office at (614) 228-2515 or email Denise at denise@deniseaortiz.com.
Services
Tax planning is an essential element of the tax preparation process.
By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
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