Misty is great to work with..Very easy and efficient tax preparation. You can't go wrong having…read moreyour taxes done here.

I highly recommend this place to get your documents notarized. I got same day appointment and the…read moreservice was really quick.

Just wanted to say that the law firm of Willi Law office are a great place for your estate…read moreplanning. I had a will, health care and financial power of attorney created with this firm. They we easy to deal with, kept all their appointments and made me feel as if I was important to them. I highly recommend this firm for your estate planning needs. Suzanne

From the owner: Whether in an IRS audit or in U.S. Tax Court, we fight aggressively for our clients. If you have a…read moretax problem with the IRS, you want an experienced team on your side that understands IRS tactics and is willing to fight for you. If you owe IRS money and are unable to pay, we will determine the most advantageous payment option. Whether an installment agreement, partial-pay installment agreement, bankruptcy, non-collectible status, or offer in compromise, we will determine the option that is best for you and help you negotiate the most advantageous terms.

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.

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.