The Original Tax Place on Main Street powered by Hicks & Mann Wealth Management

The Original Tax Place on Main Street powered by Hicks & Mann Wealth Management is an accountant in Cincinnati, OH, located at 1335 Main St. It holds a rating of 4.70 based on 41 reviews.

For 14 years, the firm has been a fixture of the downtown Cincinnati community, evolving from a local tax office into a holistic fiduciary firm. The business has integrated its tax expertise with Hicks & Mann Wealth Management to provide a unified strategy where investments and tax planning work in sync. The team specializes in serving individuals and families who desire a comprehensive financial picture. To maintain this integrated model, the firm is exclusively accepting new tax clients who also utilize their Wealth Management and Investment services. The firm manages portfolios with a deep focus on tax efficiency to help clients keep more of what they earn, offering custom portfolio management, retirement income planning, and legacy and estate coordination.

The staff includes Managing Partner Matt Mann, CFP®, EA, a Cincinnati native who specializes in retirement planning and investment management for successful families and business owners. Partner Ryan Totten, CFP®, EA, holds a Master of Science in Finance and specializes in building comprehensive investment plans. Partner Hunter Rambin, CFP®, CPA, a University of Cincinnati graduate, bridges the gap between complex tax structures and wealth preservation. Associate Wealth Manager David Lau, EA, brings a data-driven perspective from his background as a data scientist. Client Relations Manager Lauren Cooper and Director of Administration & Finance Gloria Goetz support the firm's operations. Services include tax-loss harvesting, forward-looking planning, complex filings for high-net-worth returns and multi-state filings, succession planning, and retirement plan design for 401(k) or SEP-IRA accounts.

The Cincinnati satellite office operates from January to April 15th, Monday through Friday from 10am to 6pm and Saturday from 11am to 3pm. From April 16th to December 31st, the location is available by appointment only. While primary operations are headquartered in Kentucky, the firm remains committed to its roots at the Cincinnati Main Street location.

The firm is known for a strong local reputation, reflected in consistently high customer ratings, and a steady record of repeat and referred customers.

By aligning tax preparation with wealth management, The Original Tax Place on Main Street powered by Hicks & Mann Wealth Management provides Cincinnati residents with a coordinated approach to financial security.

SEOScanPRO awards the firm a Performance score of 89 out of 100. This metric measures how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking.

Services:

• Investment Advisory
• Multi-State Support
• Tax Planning and Preparation
• Wealth Management