TOP 10 Best Tax planning services in Ottawa, Ohio

Beyond Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 133 North Court Street in Ottawa, Ohio, United States. Our team of Ameriprise financial advisors are registered to do business in select U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and support. Clients can visit our website for important disclosures, rules, and regulations, as well as information on privacy and security. As a member of FINRA and SIPC, we strive to help friends and family members of our clients reach their financial aspirations. We look forward to connecting with your referrals and assisting them in their financial journey.

Joshua J Lake is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 133 North Court Street in Ottawa, Ohio, United States. Joshua J Lake holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Joshua J Lake's expertise in wealth management, financial planning, retirement planning, estate planning, investment management, and more. If you are looking for a knowledgeable and experienced financial advisor in Ottawa, Ohio, Joshua J Lake is a trusted professional to consider for your financial needs.

H&R Block is a renowned accounting and finance institution located at 123 South Walnut Street in Ottawa, Ohio, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering accurate, reliable, and personalized solutions to meet your needs.

Kohls Market is a well-established grocery store located at 1755 East Main Street in Ottawa, Ohio. This beloved institution offers a wide variety of fresh produce, meats, dairy products, pantry staples, and more. With a focus on quality and customer satisfaction, Kohls Market is a go-to destination for all your grocery needs. Stop by and experience the friendly service and top-notch selection that sets Kohls Market apart as a trusted community market.

Superior Credit Union, located at 1381 North Perry Street in Ottawa, Ohio, is a trusted institution with over seven decades of experience helping individuals with all their financial needs. From ATM services to finance solutions, Superior Credit Union offers a range of services to its members. One of the highlights of being a member of Superior Credit Union is the 1.5% cash back on ALL purchases with a Superior VISA Rewards Credit Card. Additionally, members can take advantage of free tax preparation and e-filing services during tax season, provided by certified credit union employees.

Penrod & George, CPA's is a leading accounting and finance institution located at 157 West Main Street in Ottawa, Ohio, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Penrod & George, CPA's to provide expert advice and assistance with their financial needs.

Verhoff & Company, LLC is an accounting and finance institution located at 814 North Locust Street in Ottawa, Ohio, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Verhoff & Company, LLC for all your accounting and finance needs.

Collins & Collins LTD is a trusted accounting and finance institution located at 4 West Ottawa Street in Richwood, Ohio, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Collins & Collins LTD for all your accounting and finance needs.

Evans Evans & Hoffman LLP is a prominent law firm located at 15 West Ottawa Street in Richwood, Ohio, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Specializing in various areas of law, including but not limited to, family law, criminal defense, personal injury, and estate planning, Evans Evans & Hoffman LLP is committed to providing top-notch legal representation and achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, you can trust the professionals at Evans Evans & Hoffman LLP to guide you through the legal process with skill and expertise.

Cunningham Law Office is a trusted legal institution located at 1331 East 4th Street in Ottawa, Ohio, United States. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Cunningham Law Office is here to help. With a commitment to excellence and a passion for justice, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Haberland Law LLC is a reputable law firm located at 717 Madison Avenue in Toledo, Ohio. Specializing in various legal matters, Sarah Haberland serves residents in multiple counties including Lucas, Wood, Defiance, Henry, Fulton, Ottawa, Paulding, Sandusky, Seneca, and Williams. With a strong commitment to providing exceptional legal services, clients can trust in the expertise and professionalism of the team at Haberland Law LLC.

The Law Office of Gregory J. Hermiller LLC is a professional institution located at 1800 North Perry Street in Ottawa, Ohio, United States. Specializing in accounting, finance, and legal services, this establishment offers expert advice and representation for a variety of legal matters. With a focus on providing personalized and efficient solutions for their clients, the team at the Law Office of Gregory J. Hermiller LLC is dedicated to delivering high-quality service and achieving the best possible outcomes.

Schroeder Fred J CPA is a reputable accounting and finance institution located at 315 East Main Street in Ottawa, Ohio, United States. With years of experience and expertise in the field, Schroeder Fred J CPA offers a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized and professional assistance to help them manage their finances effectively.

Schroeder & Company, CPA's, LLC is a reputable accounting and finance firm located at 315 East Main Street in Ottawa, Ohio, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, audit and assurance, financial planning, and consulting. Clients can trust Schroeder & Company for their expertise and dedication to helping individuals and businesses achieve their financial goals.

Schroeder, Blankemeyer and Clinton LLC is a well-established law firm located at 315 East Main Street in Ottawa, Ohio, United States. With decades of experience in handling legal issues that are important to individuals and families, our firm specializes in estate planning, wills, trusts, elder law, Medicaid planning, estate administration, trust administration, and real estate matters. Our team of attorneys takes a personalized approach to each case, treating clients as neighbors and taking the time to truly understand their needs and concerns. We have been serving the Ottawa community since 1954, building long-lasting relationships with families over multiple generations.

Savage & Associates - Steve Cochran is a finance, health, and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Steve Cochran is an independent investment advisor who provides wealth advisory services to individuals and families. As a fiduciary, Steve offers objective advice to his clients through fee-based wealth management, helping them feel more educated, confident, and in control of their financial futures. Steve Cochran joined Savage and Associates in 2010 after starting his financial services career at Morgan Stanley and Edward Jones. He holds multiple degrees and securities registrations in several states. Steve and his wife, Stacy, live in Ottawa Hills with their two sons and he is actively involved in coaching youth sports and volunteering with nonprofit organizations.

Edward Jones - Financial Advisor: Scott Hershberger, AAMS™ is a trusted financial institution located at 1800 North Perry Street in Ottawa, Ohio, United States. As a licensed financial advisor with the Accredited Asset Management Specialist™ designation, Scott Hershberger provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning. Contact Scott Hershberger today to schedule a consultation and take the first step towards securing your financial future.

Shreve Accounting is a reputable accounting and finance institution located at 2130 Emkay Drive in Ottawa Hills, Ohio, United States. With a team of experienced professionals, Shreve Accounting offers a wide range of financial services including tax preparation, bookkeeping, payroll management, and financial planning. Whether you are an individual or a business owner, Shreve Accounting is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.