Pay It Forward Financial Planning

We help parents make confident financial decisions at every stage of raising a family.

Financial planner (show on map)

5.0

★★★★★

2 reviews

A financial planning firm specializing in tax preparation and family financial planning for Ohio families, offering personalized services from expecting parents to empty nesters.

Call (380) 345-8740

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About

Pay It Forward Financial Planning is a Columbus, Ohio-based firm dedicated to helping parents navigate the financial complexities of raising a family. With a focus on personalized financial planning and tax optimization, the firm guides clients through four distinct life stages—Foundation, Building, Acceleration, and Launch—providing strategies for debt management, college savings, retirement planning, and more. The

firm’s dual-credential professionals (CFP® and EA) integrate tax preparation into comprehensive financial plans, ensuring clients maximize deductions, balance competing priorities, and achieve long-term financial security while creating meaningful family experiences.

Dual-credential professionals (CFP® and EA)

Integrated tax preparation within comprehensive financial planning

Personalized service for each life stage of parenthood

Services

Family Financial Check-In

A relaxed 1-hour conversation to assess family financial needs and determine if the firm is the right fit.

No pressure, no commitment Honest talk about family finances Identify areas for improvement

Tax Preparation for Ohio Families

Comprehensive tax preparation services tailored for busy professionals and families, ensuring accuracy and optimization.

Document gathering and analysis Tax optimization Peace of mind with no overlooked deductions

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER™ Professional

Since 2021

Enrolled Agent

Master’s of Science in Personal Financial Planning

Since 2022

Reviews

Rating

★★★★★

Reviews

"Finally, what stands out most is PIFFP’s transparency."

Frequently Asked Questions

What is the cost of your tax preparation services? +

Tax preparation services start at $350, with pricing adjusted for complexities such as rental properties or business ownership. Discounts are available for ongoing financial planning clients and nonprofit employees/educators.

How do you handle tax season stress for busy professionals? +

We provide a structured timeline ensuring most tax returns are completed by tax day, eliminating last-minute rushing and offering peace of mind with thorough review and optimization.