We are very happy with the exceptional services provided by Tenesha Hartgrove. Her expertise and…read moreprofessionalism have truly made a difference in managing our tax planning. We highly recommend her services to anyone in need of top-notch accounting assistance!

Tenesha is very nice to work with. She makes sure everything is taken care of, answering all…read morequestions thoroughly and responds to all inquiries in a timely manner. She did a wonderful job on my taxes.

Uses technology with clients and provides high level of service. I recommend Nichols and Company…read more Gwen is very supportive of Westerville Rotary and other community activities.

3rd year getting our taxes done here. The first year we sat down and spoke with Wes Harmon about…read moreall our finances to create a knowledgeable base to start. Since then we receive an annual questionnaire with last years numbers for comparison. Fill it out and drop it off with attached tax forms anytime during open hours at the front desk. They confirm name and contact info, off you go. They call if they have any questions. A short period of days later you get the call that your taxes are ready. The friendly desk staff go our your return forms and discuss anything new or pertinent. Sign on the dotted lines and render payment for their CPA services. If you need to pay taxes, you simply enclose a check with the provided forms and envelope at your timeline. If you are getting a refund you can mail in the forms at your leisure. We opt for e-filing, so they electronically file all our forms, and we simply mail in the confirmation page. Plenty of parking in this shared business park. Small comfortable lobby with refreshments offered for that first visit. Tasteful decor. Very clean and bright. I especially liked that our accountants office did not look disheveled in piles of paperwork and bursting file cabinets of the unorganized. Very business with personal touches of family. Years ago we learned the benefits of getting away from those do your own tax programs. Go with a professional if you want your money handled professionally.

quality, and fast services. They go behond to help their customers. They focus on your needs.read more

Joe was so kind and helpful with some very specific multi-state tax questions. Highly recommend if…read moreyou'd like a personal touch and not a large corporation who doesn't really pay attention to your individual needs!

Excellent service and very knowledgeable staff. They helped me navigate a complicated tax situation…read morewith total transparency. It can get busy around the deadline, so book early, the quality of work is worth it.

Great People and So easy to work with! I will come back year after year! Thank you for everything.read more

Highly recommended. Great Small Business tax prep and consultation. Nate takes great pride in…read morestaying extremely current on tax law changes along with suggesting tax strategies that will benefit you and your Business.

I've had my taxes done at Maloney and Novotny (formerly known as Wolf, Rogers, Dickey & Co.) by…read moreCeena for the past three years. She does a great job and looks for ways to help you get the best return you can. Their associates are locally involved and know the community well. It's a great place to do business.

They are full service. I appreciate that they have accountants as well as advisors. They have…read moresaved me money and made money for me while treating me like I'm their only client. Excellent firm.

For us, the most important qualities in a financial advisor are trust and honesty. We wanted more…read morethan someone to simply manage our investments -- we were looking for a true partner who would educate us and walk alongside us as we moved into retirement. When my wife and I began searching, we found exactly that in Royal Oak Financial Group. Their team combines deep expertise in investing, tax planning, and Medicare guidance with a genuine commitment to helping clients feel confident. They took us from the stress of second-guessing financial decisions to having a clear, comprehensive plan that gives us real peace of mind. Every meeting feels like sitting down with a family member. We talk openly about our changing needs, listen to their thoughtful guidance, and update our plan together. Over time, the Royal Oak team has become not just trusted advisors, but good friends. If you're approaching retirement or already navigating it, you couldn't ask for a better team to guide you. Royal Oak Financial Group truly delivers both professional expertise and personal care.

The Sauk Mortgage Group is the place to go for anyone with non-traditional income or, income from…read morevarious sources other than just W-2. They know what they are doing; no BS, no "by the ways", no last minute gotchas. Joe and his staff are very reachable, understand questions and are very precise in their request for information. Though they are headquartered in Ohio, they work in a number of other areas. My loan was for a rental property in Florida and I may as well have been next door to their office in terms of convenience, speed and efficiency in closing. I stumbled on to them through the internet and could not be happier for the experience. I will use them again and sing their praises to my friends and relatives. Thanks Joe for a great purchase experience!