Fair Winds Tax & Financial, LLC offers expert tax preparation and planning services tailored for expatriates and businesses. Services include individual and nonresident tax returns, business tax returns, partnership and corporate tax returns, back tax preparation, investment and retirement planning, tax and education planning, cryptocurrency tax issues, and out-of-state tax returns.
The firm is dedicated to minimizing tax liability and providing comprehensive financial advice through convenient consultation methods such as in-person meetings, phone/text/FaceTime/Zoom/WhatsApp, or email. Contact them at (614) 761-3247 or [email protected] for personalized service.
Specialization in expatriate tax services
Year-round availability
Confidentiality policy
Fee-only financial planning approach
Services
Tax Returns Preparation and Planning
Comprehensive tax return preparation and planning services for individuals, nonresidents, businesses, and expatriates, including back tax preparation and investment planning.
Individual Tax return preparationNonresident Tax return preparation (including Expatriates)FBARs and Forms 8938 preparationBusiness Tax return preparationPartnership & Corporate Tax return preparationBack Tax return preparation (up to 3 years)Investment and Retirement PlanningTax & Education PlanningCryptocurrency Tax issuesOut-of-State Tax ReturnsBusiness Start-Up services
Credentials & Certifications
Certified Public Accountant (CPA)
CFP® (Certified Financial Planner)
Reviews
Rating
5
★★★★★
Reviews
1
Frequently Asked Questions
Will My Information Be Kept Confidential? +
We maintain a policy of the strictest confidence concerning our Clients’ affairs. You can rest assured that no one will learn about your business or Tax status – even relatives, associates or friends who might have referred you to us.
Does This Firm Provide Year-Round Service? +
We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to call or text (614) 761-3247 or send an email to [email protected].
What is a Certified Financial Planner (CFP®)? +
A CFP® is a Certified Financial Planner who helps people ensure their money is likely to last until their goals are met. Certified Financial Planners must achieve at least a bachelor's degree, master at least 72 topics on financial planning, have at least 2 years of experience in financial planning, pass a two-day exam, and complete 30 hours of continuing education every 2 years.
What is a Fee-Only Financial Planner? +
A Fee-Only Financial Planner is a financial advisor who does not receive commissions from banks or other financial institutions. They typically do not sell insurance or suggest specific brokerages to their clients.
5.0
