Business Details
Your Trusted Partner for Accounting, Tax, and Financial Advisory Services
At Dublin Advisors, we deliver expert accounting, tax, and financial advisory services tailored to individuals, families, and businesses. Our team of credentialed professionals prioritizes proactive planning, personalized solutions, and long-term client relationships. With a focus on Metro Columbus, Ohio, we combine technical expertise with a hands-on approach to help clients navigate complex financial landscapes. Our services span tax return preparation, strategic tax planning, investment management, and comprehensive Family CFO support.We differentiate ourselves by acting as a trusted financial partner, offering education, transparency, and customized strategies to align financial decisions with personal goals. Our commitment to responsiveness and ethical standards ensures clients receive reliable guidance for both immediate needs and future growth.
Services
Income Tax Services
Tax Planning
Audit Support
Family CFO Services
Investment Management
Business Advisory
Tax Return Preparation
Financial Coaching
Estate Planning
Advisor Coordination
Highlights and features
- We offer hands-on, proactive financial guidance from CPAs and credentialed tax professionals.
- Our team provides tailored tax strategies for businesses up to $20M in annual revenue.
- We specialize in serving service industries, real estate, and professional practices.
- Our Family CFO Services integrate tax planning with comprehensive financial coaching.
- We maintain deep expertise in federal, state, and local tax law compliance.
Associations and certifications
- CPA
- CFP
- LPL Financial
What people say
Attention to detail
Easy to work with
Knowledgeable professionals
Proactive financial guidance
Trusted partnership
Services
Income Tax Services
We provide comprehensive tax return preparation and strategic planning for individuals, families, and businesses. Our CPAs minimize liabilities through expert deduction optimization and compliance assurance. Services include audit support, entity selection, and life event tax planning to align financial decisions with long-term goals.
Family CFO Services
Our Family CFO offering combines financial coaching, tax planning, and advisor coordination for holistic wealth management. We help families organize finances, plan charitable giving, and prepare multi-generational legacy strategies. Annual retainers start at $1,500 and include tax preparation for integrated financial oversight.
Investment Management
Through sister firm Dublin Capital Management, we offer personalized portfolio management for clients with $500K+ investable assets. Our fiduciary approach emphasizes tax-efficient, long-term strategies aligned with individual risk tolerance and financial goals using fundamental research and value-driven principles.
Business Advisory
We support businesses from startups to $20M revenue with accounting, compliance, and strategic advisory services. Our team handles bookkeeping, financial reporting, and operational planning while educating clients on financial metrics to improve decision-making and business growth.
Tax Planning
Our proactive tax planning identifies year-round savings opportunities through entity structuring, deduction maximization, and regulatory compliance. We specialize in complex scenarios like real estate transactions, executive compensation, and business succession planning to legally minimize tax burdens while supporting financial objectives.
People
David Bentz
Principal & Founder
CPA, MBA, MTax, and CFP professional with expertise in tax strategy and financial planning. David combines technical mastery with personalized client service to deliver actionable financial solutions for individuals and businesses.
Jerod Cook
Financial Advisor
15+ years of experience in financial planning and investment management. Jerod specializes in creating customized wealth strategies while maintaining a client-centered approach to long-term financial success.
Tracie Hanson
Tax Preparer
Enrolled Agent with IRS credentials offering expert tax preparation and representation. Tracie focuses on building strong client relationships through clear communication and meticulous attention to tax compliance details.
Cindy Groeniger
Office Manager
Manages daily operations with a background in supporting professional services firms. Cindy ensures efficient administrative processes to maintain high service standards for client interactions.
Bonnie Scafaro
Administrative Assistant
Former Ohio Health executive assistant bringing organizational expertise to support client service operations. Bonnie contributes to smooth office management and client communication processes.
Questions
What makes Dublin Advisors unique compared to other CPA firms?
We combine technical expertise with proactive financial guidance, focusing on personalized solutions rather than just compliance. Our team acts as a financial right hand, explaining complex concepts and improving financial outcomes.
What business sizes do you typically work with?
We specialize in supporting businesses ranging from startups to those with $20 million in annual revenue, providing scalable accounting and advisory solutions tailored to each growth stage.
Which industries do you have experience in?
Our team works with service industries, real estate, hospitality, wholesale, retail, and professional practices, offering industry-specific tax and financial strategies to address unique challenges.
How do you handle tax planning for complex situations?
Our CPAs provide strategic planning for life events, business transitions, and investment decisions using deep tax law knowledge to legally minimize liabilities while supporting long-term goals.
What is included in Family CFO Services?
This comprehensive offering includes financial coaching, tax planning, advisor coordination, and legacy planning with annual retainers starting at $1,500 that integrate tax preparation and ongoing financial guidance.
