Tony was so knowledgeable, affordable and fast with our taxes! He is a very kind person and I'm so…read morehappy to have found him! I would highly recommend this company to anyone reading this!

Tony is a great guy and has been helping me out going on 3 years with my taxes. Would highly…read morerecommend to anyone and he charges a reasonable price!

We have always had excellent experiences working with the Chad Harris agency. The past couple of…read moretimes, Joey Harrison helped us, and he was fantastic. He makes it easy to find out and about and set up a new policy, and he is very kind and helpful. Lindsey, who answered the phone, was also extremely nice and helpful. They took my 3 calls after 4:00 pm on a Friday, too!

I had called and talked to Joey today to inquire about changing home owner ins since my husband has…read morebeen with Chad Harris agency for a long time, while discussing my home owners we discussed my auto policy too I'm happy to say I have moved both my home and auto ins. Joey was helpful and made the move easy.

I've done my returns with Howell Associates for 6 years. As a small business owner they are…read moreabsolutely terrific. Organized, responsive, secure. Everything you want in an accountant. Craig and Jodi are terrific.

This place is truly a lifesaver for me. Andy simplifies the intricate process of handling our…read morepersonal taxes, which would otherwise be daunting. When it comes to managing bookkeeping and tax preparation for my business, I rely on Andy's expertise and guidance. I can't imagine navigating through these tasks without his assistance. We plan on remaining loyal clients for as long as they will accommodate us.

This company is top notch!!! And very reasonable and quick. I will never do my taxes again.read more

I have used Arena & Harrison CPA's, Inc for the last 4 years for my tax return. Matt Ganz has done…read moremy taxes. He is so professional, kind, a wealth of knowledge. My taxes are a little tricky but are always completed in a timely manner. The staff is friendly as well. I'm so grateful for this CPA firm.

Beware! I passed…read moreover my tax documents to a Nick Arena (a CPA at Arena & Harrison) on 1/20/18, as soon as I received the necessary files from my employer. Although Nick said that he was free all of February it somehow took him until early March to finally mail me my prepared return (he offered to mail it since their office is 30 minutes away). Upon receiving the return I was asked to send it back because the CPA realized he could add another deduction - this was to be sent back at my expense. Upon reviewing the return I also noted multiple questions and concerns around various parts of the return, including that my student loan interest wasn't included. I mailed the return back on 3/7 and also followed up via email. There was no response via email or phone and finally A MONTH LATER, 4/2, I received the return via mail (extremely close to the tax deadline). When I opened the return NONE of the changes that I requested were made and no one reached out to me prior to mailing the return again to answer my questions, explain why changes wouldn't be made or to notify me that the original reason for sending back, the new deduction, wasn't going to be applied. Once again, I called multiple times and was finally contacted by the receptionist who informed me that the CPA didn't agree with my changes and the return was "accurate" from their standpoint. The accuracy of the return was extremely important because the CPA was saying that I owed thousands of dollars- clearly I wasn't ok with filing it with no context to the lack of changes and I felt unsure that the work was reliable. At this point I had signed nothing and paid nothing. So I sent the return back to the CPA (with USPS tracking) with a note letting them know that I was dissatisfied with their services and would be using a different CPA's services. I clearly didn't use Arena & Harrison's prepared files because I paid another professional CPA firm to file for me. The new CPA was able to do the return within 2 days and with a MUCH lower amount owed on my taxes. Now I've started to receive "past due" bills from Arena & Harrison. I called on 7/14 to let them know that I was confused as to why I was being billed because I did not end up filing with them and returned their files. The receptionist relayed that the firm partner told her "because they did work I am responsible for paying them". I asked for the partner to call me back directly and haven't heard back. (Once again, poor follow through.) I then filed a complaint with the Better Business Bureau and Arena & Harrison responded unprofessionally. They spent their time trying to make it sound like I was hard to work with (AKA-I was the root of the problem) and used up a large amount of "professional hours". They stated that the reason it took them so long to complete by return was because I kept emailing them new documents to use for my taxes - that is completely inaccurate. I met with Nick Arena on 1/30 and also hopped on the phone with him to make sure that he had what he needed. Luckily I saved all of the emails between us and can say with confidence that not only did I make things easy and provide everything upfront, but I was also very quick to respond if/when Nick reached out to me. I can also see looking through that threads that a LARGE portion of our email correspondences were of me following up asking for a status updates because the CPA was bad at following up or responding at all. My advice is to go elsewhere. I wish I would have done this myself. Arena & Harrison not only has communication/ follow through issues but they also have a clear lack of professionalism. I am shocked that they took the time to respond to my BBB complaint to make ME look bad as opposed to trying to rectify the issue. What they probably don't realize is that anyone reading that on BBB is going to take it as a red flag that they are unprofessional and have no accountability.

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.

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.

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.

Tim and his team have consistently done a great job preparing our tax returns. Some years ago, Tim…read morespotted a rarely used deduction related to foreign income that saved us a lot of money on our taxes. Their service is very good. I was also a client years ago when Bill Jacobs owned the business, and have found that it continues to be a strong company under Tim's leadership.

The folks at Bottom Line are super helpful, proactive, and give me great advice!read more