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Business tax planning in the Columbus area

Compare Columbus-area firms that advertise tax planning for businesses. Discuss your entity, financial plans and tax concerns, then confirm how advice and return preparation are priced.

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Find accounting help by serviceAccounting, financial reporting and advisory services across the Columbus area
What to check before choosing a business
  • Check the services on the profile, then ask whether the business handles your specific needs.
  • Confirm the office location, remote appointments, availability and total fees directly.
  • If qualifications matter to your request, verify them with the relevant licensing or professional body.
  • Ratings are imported from Google and may have changed. They do not certify qualifications or service quality.

Featured · Paid placements are advertisements. Their order rotates; payment is not an endorsement. Filters can change which businesses appear. Choosing a professional and checking credentials.

These businesses have reviewed evidence for this service in their advertised offerings. Source dates are shown below; confirm current availability, software and scope directly.

Showing 1–5 of 5 provider groups

Schultz CPA, LLC
Schultz CPA, LLC
Columbus, OH
★ ★ ★ ★ ★ 5.0 (16)
Accountant / CPA

Advertised service: Tax Planning

Advertises tax planning for businesses and owners.

Provider source · Checked .

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AJB & Associates
AJB & Associates
Westerville, OH
★ ★ ★ ★ ★ 5.0 (10)
Accountant / CPA

Advertised service: Tax Planning & Advisory

Advertises forward-looking tax planning and advisory services.

Provider source · Checked .

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Greyson Tax & Consulting
Greyson Tax & Consulting
Columbus, OH
★ ★ ★ ★ ★ 4.9 (32)
Accountant / CPA

Advertised service: Tax Strategy for Business Owners

Advertises proactive tax planning for business owners.

Provider source · Checked .

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Toukan & Co
Toukan & Co
Westerville, OH
★ ★ ★ ★ ☆ 4.2 (5)
Accountant / CPA

Advertised service: Tax Planning Services

Advertises ongoing planning for business tax decisions.

Provider source · Checked .

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Kagay & Schellhaas CPAS
Kagay & Schellhaas CPAS
Columbus, OH
Accountant / CPA

Advertised service: Tax Planning

Advertises tax planning as part of business strategy.

Provider source · Checked .

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Business tax planning details and preparation

What this service may cover
  • Business tax planning can involve reviewing projections, estimated payments, entity classification and the timing of decisions before filing deadlines.
  • Planning is different from preparing a return. Ask which meetings, calculations, filings and coordination are included and who is responsible for decisions.
  • Tax outcomes depend on your facts and current rules. Confirm the provider’s credentials and do not assume a particular result.
What to prepare
  • Gather recent business and owner returns, financial statements and current-year projections.
  • List your entity, owners, payroll, estimated payments and operating locations.
  • Identify planned purchases, changes in ownership or other decisions that may affect taxes.
  • Describe your deadlines and the bookkeeper or preparer who will coordinate the work.
Questions to ask a provider
  • What does the planning engagement include and how often will we meet?
  • Are business and owner returns, estimates and bookkeeping included or separate?
  • How will you coordinate recommendations with our existing advisers?

Related guidance:

General preparation guidance, reviewed . Confirm the engagement with your provider and use their secure process to share records.