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Fairfield, OH

Waverly Advisors

TAX PREPARATION & PLANNING

Business services are provided for legacy 9258 Tax Preparation and Planning clients from this location.

Taxation is a complex subject. There are different types of income tax, sales tax, and property tax. We believe that tax planning is an important factor in lowering your overall taxes. We have the experience and knowledge to assist you. We assist individuals, partnerships, trusts and corporations. We offer the following services:

  • Tax preparation for individuals, corporations, partnerships, LLCs
  • Tax Research
  • Tax planning using accelerated depreciation methods, retirement savings, etc.
  • Trust & Estate tax preparation
  • Representation for IRS, state or local tax audits
  • Sales and Use tax preparation

CALL US AT (513) 829-4500

Our dedicated and attentive Fairfield team is waiting to learn about your goals and to discuss how we can help you plan a successful and prosperous financial future. To learn more about Waverly Advisors and how we can help you thrive and achieve your goals, please contact us or call 513-829-4500. Let’s explore how we can help you thrive in Fairfield and beyond.

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Learn more about our Fairfield team members’ expertise, insights, and how we can help you thrive.

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