We are proud to constantly increase and improve the service we provide for our clients! We are excited to announce the start of our brand new tax preparation service for all clients! This program is for Gold clients with more than $500,000 in billable accounts.
Benefits of Tax Preparation for clients
The benefits of this program include:
You pay us directly so that we can extend to you our professional discount rate.*
It makes it easier for us to coordinate your financial planning and tax planning since you’ll use an accounting firm that is in constant contact with our firm.
You’ll be able to use us as your primary contact for all of your financial and tax planning so that you can continue to count on our superior customer service.
All of your financial/tax information will be stored easily in your Vault for posterity without having to scan a thing or maintain multiple login credentials to remember.
*Most clients will have a bill of $750 if you don’t have extra business, estate, or other complex additional tax preparation items/needs.
In this inaugural year, our estate preparation partner is:
Arenstein & Andersen Co., LPA – G. Gregory Arenstein 5131 Post Road, Ste 350 Dublin, OH, 43017 (614) 602-6550
G. Gregory Arenstein – Greg started Arenstein & Andersen Co., LPA, with Nicholas I. Andersen in March of 2010. Greg has many years of legal and tax experience working with clients on a wide array of transactional issues. Greg is an experienced problem solver with the ability to assist clients with their most complex needs and the ability to communicate with his clients in plain English. Greg values personal relationships and is client focused.
Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients.
A more detailed description of the company, its management and practices are contained in it’s Firm Brochure (Form ADV, Part 2A).