Tax Services for Families
R.L. Johnson Tax Services pairs personal attention with coordinated investment records. Investing for Life.
Clients choose R.L. Johnson Tax Services because it is the dedicated tax preparation division of R.L. Johnson Financial Center, the same family-owned firm that has served Greater Cincinnati and Southwest Ohio since 1990.
That history matters when you are trusting someone with your financial picture. Because investments and tax services operate under one roof, your investment statements go directly to your tax preparer, removing a coordination burden that clients at separate firms have to manage on their own.
There is no need to track down forms from a brokerage, print them, or worry about whether the right numbers made it into the right hands. Just as importantly, calling the office connects you with a real person who knows the practice, not an automated system reading from a script.
If your schedule does not fit the standard office hours, appointments are available outside those hours so that getting your taxes done does not become one more thing competing for your time. For families, retirees, and small business owners across Harrison, Cincinnati, and Southwest Ohio, that combination of continuity, coordination, and accessibility is why R.L. Johnson Tax Services is worth a conversation.
Individualized Service for Every Return
Offering year round tax service to meet your individual needs. Each tax return is as unique as the tax payer you are preparing it for. From the simple 1040EZ to the most complex tax return, we offer a personal individualized return that meets each tax payers needs.
A complete interview with each client to get to know the personal situation and evaluate the tax needs of the individual as a person and a family is the goal of our tax office. We apply the same tax laws to each person. But knowing the ins and outs of the tax laws allow us to apply those laws to individual circumstances to complete the most accurate advantageous tax return for you.
Support for Small Business Owners
The small business owner seems to fall into the professional gap of not needing a CPA and not feeling that it is an affordable option, or not feeling comfortable with doing all the paperwork themselves. We meet the needs of the small business owner. Providing as much or as little support as they need to keep accurate, up-to-date records to make preparing their tax return a stress-free experience. We can offer end-of-year reporting statements such as 1099s and W2s to doing a full service bookkeeping from your invoices and receipts.
Year-Round Support Through Life's Changes
We are experienced in navigating everything from childcare to the sale of stocks to make sure you are confident your return is completed in an accurate, personal, and professional manner. We are here year-round to answer all your questions about retirement and life changes such as marriage, divorce, child birth to a death. All situations lead to tax questions. Having someone you trust and feel confident talking to helps simplify all of life's tax changes to become more manageable. R.L. Johnson Tax Services is that solution.
Filing your return with R.L. Johnson Tax Services follows a clear, coordinated process from first call to filed return.
Step 1
Schedule a tax appointment by phone.
Step 2
Meet with your tax preparer to review your documents and financial picture.
Step 3
Investment statements from R.L. Johnson Investments are coordinated directly, so you do not have to gather them separately.
Step 4
Your return is prepared with full visibility into your investment activity.
Step 5
Review and approve your completed return.
Step 6
File with confidence, knowing your investments and taxes were handled in one place.
Most straightforward returns are completed within about one to two weeks of the document review meeting, while more complex returns involving investment activity or small business bookkeeping may take longer depending on document readiness. R.L. Johnson Tax Services serves Harrison, OH, Cincinnati, OH, Greater Cincinnati, and Southwest Ohio.
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Tax Services FAQ
What makes R.L. Johnson Tax Services different from a national tax chain?
R.L. Johnson Tax Services is part of R.L. Johnson Financial Center, a family-owned firm that has been serving clients since 1990. Because investments and tax preparation are handled under the same roof, your tax preparer already has visibility into your investment activity — you do not have to gather statements and ferry them between separate offices. You also reach a real person when you call, not an automated system.Do I need to be an R.L. Johnson Investments client to use your tax services?
The intake document describes R.L. Johnson Tax Services as open to anyone seeking tax preparation, not exclusively to investment clients. The combined, one-stop approach is particularly valuable for existing investment clients, but the tax division serves clients on its own as well. Call the Tax Services line at 513-367-0145 to discuss your situation.
Can I get an appointment outside of regular business hours?
Yes. While the front office is open Monday through Friday, 9 AM to 5 PM, appointments are available outside those hours. If the standard schedule does not work for you, call 513-367-0145 and the team will work to find a time that fits.
How long has R.L. Johnson Tax Services been in business?
R.L. Johnson Financial Center was founded in 1990, giving the firm more than 36 years of experience serving clients across Harrison, Cincinnati, and Southwest Ohio across two generations. The tax services division operates as part of that same established, family-owned practice.
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Get answers to common tax filing myths and questions about deadlines, filing status, and Social Security taxation.
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Ready to schedule an appointment? Contact us today to get started or to learn more about our offerings.
