Business Details
11 Years
experience
Expert Tax & Accounting Services in Columbus, OH
Since 2015, Greyson Tax & Consulting has specialized in proactive tax planning and accounting services for businesses and high-net-worth individuals nationwide. Our team combines deep industry expertise with tailored strategies to reduce tax liabilities, optimize cash flow, and maximize profitability. We serve niche markets including real estate, construction, and medical practices, offering services such as fractional CFO support, business valuation, and IRS tax resolution.With a commitment to 24-hour response times and client-centric solutions, we prioritize long-term partnerships built on trust, transparency, and measurable results. Our professionals hold certifications including CPA, CFP, and Enrolled Agent status, ensuring authoritative guidance across complex tax regulations.
Services
Tax Preparation
Bookkeeping
Fractional CFO Services
Business Consulting
Cash Flow Management
New Business Formation
Tax Planning
Tax Resolution
QuickBooks Services
Business Valuation
Details
- Year established: 2015
Highlights and features
- We offer proactive tax planning strategies tailored to your industry's unique needs.
- Our team provides nationwide tax consulting services with a 24-hour response guarantee.
- Certified professionals (CPA, CFP, EA) deliver authoritative guidance on complex tax matters.
- We specialize in niche industries like cannabis, real estate, and medical practices.
- Comprehensive services span tax preparation, business formation, and IRS resolution.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses, leveraging expertise in forms like 1040, 1120, and 1065. We identify deductions to minimize liabilities while ensuring compliance with evolving tax laws. Clients benefit from e-filing efficiency and strategic reviews to prevent errors.
Bookkeeping
Immaculate bookkeeping services maintain precise financial records, reconciling accounts payable/receivable to streamline business operations. We handle monthly, quarterly, or annual bookkeeping, allowing owners to focus on growth while ensuring clean ledgers for informed decision-making and audit readiness.
Fractional CFO Services
Fractional CFO services provide cost-effective access to financial expertise, including cash flow analysis, budgeting, and strategic forecasting. We optimize accounting processes and internal controls, enabling businesses to enhance profitability without the expense of a full-time executive.
Tax Planning
Proactive tax planning identifies opportunities to defer income, accelerate deductions, and leverage tax-code provisions. Our strategies reduce liabilities for businesses and high-net-worth individuals, aligning with long-term financial goals while adapting to regulatory changes.
Business Consulting
Business consulting services focus on operational efficiency, financial forecasting, and strategic planning. We analyze cash flow, optimize processes, and provide actionable insights to help owners strengthen market position and achieve sustainable growth across diverse industries.
People
Brian M. Sweeney
Partner
Brian Sweeney, MBA, CFP, EA, specializes in tax strategy and financial planning with over 15 years of experience. He focuses on minimizing liabilities for high-net-worth clients while delivering strategic advisory services.
Kevin Gray
Partner
Kevin Gray, CFP, EA, brings expertise in business tax solutions and IRS resolution. With a decade of experience, he helps clients navigate complex tax codes and implement compliance strategies nationwide.
Chris Vitale
Tax Manager
Chris Vitale, CPA, EA, CMA, oversees tax compliance and planning for corporate clients. His 12 years of experience include optimizing deductions and resolving federal/state tax disputes efficiently.
Steph Coakley
Bookkeeping Manager
Steph Coakley, CPA, manages bookkeeping operations, ensuring accurate financial reporting. Her focus on detail streamlines accounting processes for small-to-midsize businesses across multiple industries.
Teresa Russell
Business Development
Teresa Russell drives client acquisition and retention, connecting businesses with tailored tax and accounting solutions. Her client-first approach ensures alignment with Greyson's strategic growth objectives.
Questions
What tax services do you offer for small businesses?
We provide tax preparation, planning, and resolution services tailored to small businesses, including entity selection, deductions optimization, and IRS compliance strategies.
How can fractional CFO services benefit my company?
Fractional CFO services offer expert financial guidance at a reduced cost, covering cash flow management, budgeting, and strategic forecasting to improve profitability.
Do you handle IRS tax liens or levies?
Yes, we specialize in IRS resolution services, including lien/levy releases, payment plans, and offers in compromise to resolve back taxes owed.
What industries do you specialize in?
We focus on real estate, construction, medical practices, cannabis, and professional services, offering industry-specific tax and accounting expertise.
How quickly do you respond to client inquiries?
We guarantee a 24-hour response time for all client communications, ensuring timely support for urgent tax and accounting needs.
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