Tax Preparation

rebel Financial Tax Preparation for clients

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! We were only going to roll out this program for Gold clients with more than $500,000 in billable accounts, however, we decided to broaden the program to extend a paid version* to the rest of our clients.

Benefits of Tax Preparation for clients

The benefits of this program include:

  1. You pay us directly so that we can extend to you our professional discount rate.*
  2. 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.
  3. 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.
  4. 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 $500 if you don’t have extra business, estate, or other complex additional tax preparation items/needs.

In this inaugural year, our tax preparation partner is:

HBK CPAs & Consultants – Paul Brousil, CPA**
226 N. Fifth Street, Suite 500
Columbus, OH, 43215
(614) 228-4000 x 2407

**As we continue to grow this program over the coming years, we will add more accounting partners that you may choose among, however, we are confident that you will be happy with HBK and Paul Brousil if you decide to utilize this program at inception for 2015.


Paul BrousilPaul Brosil – Since 2005, Paul Brousil has worked in public accounting, assisting individual, notfor-profit, trust, and business clients with a wide variety of tax issues. He brings to his position 13 years of prior trust, estate, individual, and not-for-profit tax experience, which he gained during his time with National City Bank and JPMorgan Chase. Paul graduated from Bowling Green State University with a Bachelor of Science in Accounting. Paul is currently a tax manager with HBK CPAs & Consultants in Columbus, Ohio.

PHONE:  (614) 228-4000

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