Winfree & Associates

Welcome to Winfree & Associates, your trusted partner in navigating the complexities of tax and financial management. For over three decades, we have been dedicated to providing personalized, expert services to individuals and businesses in the Pickerington community and beyond. Our commitment to excellence, coupled with our deep understanding of the financial landscape, has made us a beacon of reliability and guidance for our clients.

A Legacy of Experience and Expertise

At Winfree & Associates, we pride ourselves on the extensive experience and profound knowledge that our team brings to the table. Combined, our professionals boast 78 years of proven expertise in tax service, ensuring that we are equipped to handle a wide range of financial challenges with accuracy and precision. We don't just offer services; we provide strategic financial advice tailored to your unique needs, empowering you to make informed decisions that drive success.

More Than Just Numbers: A Holistic Approach to Your Finances

Our philosophy goes beyond crunching numbers. We believe in taking a holistic approach to your finances, treating each client as an individual with distinct goals and aspirations. We don't just tackle your immediate tax needs; we delve deeper, analyzing your overall financial picture to offer comprehensive solutions that address both present and future concerns.

Personalized Attention for Lasting Partnerships

We understand that your financial matters are deeply personal. That's why we prioritize a one-on-one approach, building strong relationships based on trust and open communication. You'll have a dedicated team of experts who are invested in your success, readily available to answer your questions, provide guidance, and celebrate your achievements.

Serving a Diverse Range of Industries with Expertise

Our expertise extends across a wide spectrum of industries, including real estate, construction, and many more. We leverage our specialized knowledge to provide tailored solutions that meet the unique challenges and opportunities presented by your specific field.

A Comprehensive Suite of Services Designed to Empower You

Winfree & Associates offers a comprehensive suite of services designed to meet all your financial needs:

• Business Accounting Services: Our accounting team provides a range of services, from basic bookkeeping and financial statement preparation to comprehensive financial analysis and reporting. Whether you are starting, growing, or selling your business, we can help ensure that your financial operations run smoothly and efficiently.

• Business Tax Services: Navigating the complex world of business taxes can be daunting. Our team of tax experts specializes in sales tax, ensuring you are compliant with state and local regulations and minimizing your tax liabilities. We also provide comprehensive tax planning and preparation services for businesses of all sizes.

• Business Advisory Services: Beyond accounting and tax, we offer strategic business advisory services that can help you make informed decisions for your business. From business entity selection to succession planning, our advisors are here to guide you every step of the way.

• Personal Tax Services: Winfree & Associates is committed to providing year-round personal tax services, including tax filings, handling tax notices, and navigating extensions. We strive to simplify the tax process and ensure you maximize your financial outcomes.

• Personal Financial Services: Our team offers personalized financial planning services to help you achieve your long-term goals. We work closely with you to develop a comprehensive financial plan that addresses your unique circumstances, whether it's saving for retirement, planning for college, or protecting your family's financial future.

• Business Exit Planning: Planning for the future of your business is essential. Our dedicated business exit planning team will guide you through a comprehensive six-step process to create a clear roadmap for a successful exit, ensuring a smooth transition and maximizing your business's value.