I added a new dependent last year. Where can I share the details?

Your Questionnaire provides a place for you to share this information. We will need to know the full name, social security number, date of birth of each new dependent.

What are new items I should consider including with my tax documents this year?

With the new OBBBA legislation, itemizing may be back on the table for some taxpayers. Please include your mortgage interest statement, personal vehicle loan interest statement (for qualifying new vehicles purchased in 2025), total cash donations, and total non-cash donations. We only need your totals though—not individual receipts.

Nichols & Company, CPAs

Less taxing: Thought Leadership from N&Co

Certified public accountant in Westerville, OH (show on map)

4.3

★★★★☆

17 reviews

Nichols & Company CPAs helps clients achieve financial success through tax planning, strategic business consulting, and personal finance advising.

Call (614) 891-5423

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About

Nichols & Company CPAs, founded over 30 years ago in Westerville, Ohio, specializes in accounting, tax planning, and strategic business consulting for individuals and small businesses. The firm offers services such as tax planning & preparation, accounting for life, personal finance advising, fractional CHRO/HR consulting, strategic business consulting, accounting for value, and accounting for security.

Their mission is to help clients manage financial details, minimize tax liabilities, and achieve long-term financial success through personalized advisory services and innovative solutions.

Over 30 years of experience

Client-focused advisory services

Strategic business consulting

Certified Exit Planning Advisory Services

Fractional CHRO/HR Consulting

Services

Tax Planning & Preparation

Year-round tax advice to minimize personal and business tax liability.

Year-round availability Minimize tax liability Comprehensive tax planning

Accounting for Life

Personalized advisory services for financial success beyond annual tax preparation.

Estate planning strategies Budgeting assistance Creative wealth planning

Personal Finance Advising

Comprehensive personal finance services beyond annual tax preparation.

Long-term tax wealth planning Partnership with attorneys and financial advisors Budgeting and goal setting

Strategic Business Consulting

Management and back-office support to drive profitability for business clients.

Cash flow analysis Compensation planning Bookkeeping and payroll advisory QuickBooks® training

Fractional CHRO / HR Consulting

Scalable HR leadership and support for growing businesses.

Executive coaching Talent management Culture shaping Team development

Certified Exit Planning Advisory Services

Strategic planning for business succession and financial legacy.

Exit planning strategies Financial success considerations Family legacy planning

Credentials & Certifications

CPA

Since 1995

EA (Enrolled Agent)

Since 1995

CEPA (Certified Exit Planning Advisor)

Since 2023

Reviews

Rating

4.3

★★★★☆

Reviews

"On-site services"

Frequently Asked Questions

When can I expect my organizer? +

By the end of January! Digital Tax Organizers are emailed by the end of January. A small group of clients have requested a paper copy of their Tax Organizer, which will be mailed in mid-January.

Tell me more about the new Client Portal. +

The Client Portal provides a dashboard for tasks, storage for tax documents and digital tax returns, all within a single, secure access point. Please create your Client Portal prior to beginning work on your Tax Organizer or uploading documents.

I can’t locate the email with my digital Gather Request invitation. What should I do? +

Your Gather Request (digital tax organizer) can be found in your Client Portal. If you haven’t yet created your Client Portal, you will find a button to do so at the top of this page. If you are still unable to locate your Gather Request, please call our office at 614-891-54 ‑ 523.

How should I best utilize my Gather Request (Tax Organizer)? +

Your Gather Request (digital tax organizer) has three sections: 1) Answer Questionnaire, 2) Upload Documents (Document Request List/DRL), and 3) Complete Tax Organizer. The Questionnaire should be completed digitally for unlimited access. The DRL is a customized list of documents needed for your tax return. The Tax Organizer serves as a reference guide; some pages have been removed and topics are addressed within the Questionnaire. If completing on a phone or tablet, the Tax Organizer section may not be visible.

My Tax Organizer includes a Questionnaire. Do I need to complete it to access my Tax Organizer? +

You can work on the Questionnaire, Tax Organizer, and/or upload documents in any order. However, you must complete all sections before clicking Finish. Every client needs to complete the Questionnaire digitally; otherwise, we will be unable to start your return.

I renewed or got a new driver's license. Do I need to submit a copy of it for my tax preparation? +

Yes, please! Renewal? Provide the new issue and expiration dates in your Questionnaire. Brand New License? If you got a new license due to a name change or state move, provide your license number, issue and expiration dates, and state of issuance. You’re always welcome to include a photocopy of your license with your tax documents if you prefer.

If I made estimated tax payments in the prior year, where should I record those payments? +

There is a spot in your Questionnaire where you can record the date of payment, amount of payment, and recipient of the payment.

I moved. When should I share my new address? +

We need your current address to complete your tax return. You will find a place to share a new address in your Questionnaire. We also need to know the date of your move because you might have moved into an area with a different tax rate. Please also share any other new contact information (phone numbers, emails, etc.) to ensure we can reach you with any questions and to let you know when your tax return is complete.