CPA Advisory Group, Inc. is a certified public accounting firm in Columbus, Ohio, serving individuals and businesses with comprehensive financial services. The firm specializes in tax preparation, business accounting, personal financial planning, retirement and education savings strategies, disability protection, investment guidance, and estate planning. It also offers bookkeeping, financial statement preparation, audit and review services, and support with QuickBooks implementation. Clients are guided through financial challenges using a holistic, approachable methodology rooted in trust and long-term relationships. The firm serves clients across Columbus and surrounding areas, maintaining a strong reputation with a 4.80 rating based on client feedback.
The firm emphasizes a collaborative approach, positioning itself not as a vendor of services but as a partner in solving financial challenges. Its team includes certified public accountants and staff accountants who work closely with clients to ensure clarity and accuracy in financial matters. The firm’s leadership, including Chief Visionary Officer Dave Krebs, focuses on building real relationships and providing proactive, personalized advice. Services are designed to empower clients with understanding, whether managing business finances, planning for retirement, or minimizing tax liabilities.
Located at 131 Dillmont Dr STE 200 in Columbus, the office sits on Dillmont Drive, approximately a quarter-mile from the Worthington License Agency, a government office, and within close proximity to Lazelle Road East and Lazelle Road. Nearby features include the Children's Memorial Garden, the Memorial Wall, and the Medetation Garden, all within a short distance.
The firm demonstrates strong digital visibility, with a website that search engines interpret clearly and that is easily discoverable through AI-powered search tools. This ensures clients can find the firm efficiently when seeking financial guidance.
As a trusted advisor in Columbus, CPA Advisory Group, Inc. combines professional expertise with a personal touch, helping clients navigate financial complexity with confidence and clarity.