Business Tax Accountants Lima OH

Welcome to the GlobalBx Local Pages. Here you can find local information about Business Tax Accountants in Lima, OH. We have compiled a list of businesses and services around Lima, including Tax Preparation that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Tax Preparers in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

H&R Block
(419) 331-0201
707 N CABLE RD UNIT D
LIMA, OH

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Now Bookkeeping & Tax Svc
(419) 738-6021
11471 Glynwood Rd
Wapakoneta, OH

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Mr. Scott A. Lucas (RFC®), CHFC
(614) 840-9770
947 Worthington Woods Loop
Worthington, OH
Company
Lucas Financial Services, Inc.
Qualifications
Education: BS
Years of Experience: 25
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Compensation Plans

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David A. Dinsmore (RFC®), CFP
(513) 266-3226
6192 Silver Wood Dr.
Morrow, OH
Company
Certified Busines Appraisal
Qualifications
Years of Experience: 29
Membership
IARFC
Services
Invoice, Business Planning, Tax Returns, Business Coach, Asset Protection, Compensation Plans

Data Provided By:
Ms. Carol A. Hoffman (RFC®), MBA
(513) 469-8400
9545 Kenwood Rd Ste 402
Cincinnati, OH
Company
Clear Perspectives Financial Planning LLC
Qualifications
Education: MBA, Finance, Indiana University
Years of Experience: 3
Membership
IARFC, FPA, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans

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Liberty Tax Service
(866) 871-1040
202 E Auglaize St
Wapakoneta, OH

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Carl Zimmerman
5650 Blazer Parkway.
Dublin, OH
Company
Company: Zimmerman Advisory Group, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
The Ohio State University/ B.S. Economics
Ashland University/Masters
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Success

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Mr. David M. Stitt (RFC®), CEP, CFP, CHFC, CLU
(513) 424-1656
2507 North Verity Parkway
Middletown, OH
Company
Financial Planning Consultants, Inc.
Qualifications
Education: BS - Finance and BankingMiami UniversityOxford, Ohio
Years of Experience: 40
Membership
IARFC, FPA, NICEP
Services
Invoice, Estate Planning, Business Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided By:
Fred Abbott
3110 Royal Dornoch Circle
Delaware, OH
Company
Title: CLU, CFP
Company: Abbott Financial Services, LLC
Type
Investment Advisor Rep: Yes
Education
BSEE Ohio Northern University
MBA Ohio University
Years Experience
Years Experience: 19
Service
Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Mr. Rob Burnette (RFC®), MBA
(614) 305-5160
PO Box 282
Lewis Center, OH
Company
Wellness Financial Advisers LLC
Qualifications
Education: BSEE (US Naval Academy), MBA (University of New Haven)
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

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