Coles & Associates LLC - Dublin, Ohio

Introduction to Coles & Associates LLC

Nestled in the heart of Dublin, Ohio, Coles & Associates LLC, located at 6735 Ballantrae Pl, stands as a beacon of professionalism and expertise in the realm of accounting services. This esteemed firm, led by its founder and principal accountant, James Coles, has been steadfast in its commitment to providing personalized tax and accounting services to individuals and small businesses in the Columbus metropolitan area.

Main Services

• Personalized Tax Services: Coles & Associates LLC specializes in tailored tax planning and preparation for individuals. Their services include tax return preparation, year-round tax planning, and representation in tax audits.
• Small Business Accounting: The firm offers a comprehensive suite of accounting services for small businesses, including bookkeeping, payroll, and financial statement preparation. They also provide strategic business planning and consulting services.
• Audit and Assurance Services: Coles & Associates LLC provides audit and review services for small to medium-sized businesses, non-profit organizations, and government entities. These services aim to provide independent verification of the accuracy of a company's financial statements.
• Estate Planning and Trust Services: The firm assists individuals and families in creating and implementing estate plans, including the preparation of wills, trusts, and other related documents. They also provide trust administration services.

Location and Access

Coles & Associates LLC is conveniently situated at 6735 Ballantrae Pl, Dublin, OH 43016, in the heart of Dublin's business district. The office is easily accessible from major roads such as I-270 and US-33, making it a breeze for clients to reach from the surrounding areas of Columbus, Hilliard, and Upper Arlington.

The firm's location offers ample parking space, including designated spots for those with mobility challenges. The building is also wheelchair accessible, with a ramp leading to the entrance and an elevator providing access to all floors.

Featured Characteristics

• Experienced and Knowledgeable Staff: The team at Coles & Associates LLC comprises seasoned professionals who bring a wealth of experience and knowledge to the table. They stay up-to-date with the latest tax laws and accounting practices to provide clients with the most informed and effective solutions.
• Personalized Approach: Unlike larger firms, Coles & Associates LLC prides itself on its personalized approach. Each client receives individualized attention, with their unique financial situation and goals taken into account.
• Comprehensive Services: The firm offers a broad range of services, ensuring that clients can find all the financial and accounting solutions they need under one roof. This includes tax planning and preparation, accounting and bookkeeping, audit and assurance services, and estate planning.
• Community Involvement: Coles & Associates LLC is deeply committed to giving back to the community. The firm and its staff are involved in various local charities and organizations, demonstrating their dedication to making a positive impact.

Practical Information

• Contact Information:
  • Address: 6735 Ballantrae Pl, Dublin, OH 43016
  • Phone: 47667910
  • Website: colescpa.com
• Business Hours: Monday - Friday, 8:30 AM - 5:00 PM. The firm also offers flexible scheduling, including evening and weekend appointments, to accommodate clients' busy schedules.
• Initial Consultation: Coles & Associates LLC offers a free initial consultation to new clients. This provides an opportunity for clients to discuss their unique financial situation and goals with an experienced accountant.
• Newsletter: The firm publishes a monthly newsletter, keeping clients informed about changes in tax laws, financial planning strategies, and other relevant information. Topics include life events, business strategies, tax strategies, investment strategies, and frequently asked questions.

Positive Aspects from Reviews

Coles & Associates LLC has received numerous positive reviews from its clients, highlighting several key aspects of the firm's service:

• Expertise and Knowledge: Clients regularly praise the firm's staff for their extensive knowledge and ability to provide clear, concise, and effective financial advice.
• Personalized Attention: Many clients appreciate the firm's personalized approach, with some noting that they feel like more than just a number at Coles & Associates LLC.
• Responsiveness: Several clients commend the firm's responsiveness, with staff members often going above and beyond to ensure client needs are met in a timely manner.
• Competitive Pricing: Some clients have mentioned that they find the firm's pricing to be competitive and reasonable, given the high level of service they receive.

The firm maintains an average rating of 5/5 on Google My Business, with one review stating, "'I have used Coles & Associates for many years and continue to be impressed with their professionalism, responsiveness, and knowledge.'"

In conclusion, Coles & Associates LLC stands out as a premier accounting firm in the Dublin, Ohio area. With its commitment to personalized service, extensive range of services, and highly skilled team, the firm continues to provide exceptional value to its clients. Whether you're an individual seeking tax planning advice or a small business in need of accounting services, Coles & Associates LLC is an excellent choice for your financial needs.

👍 Reviews of Coles & Associates LLC

Ray S.

5/5