Winfree & Associates

Valued service for over 30 years in Pickerington, OH

Tax preparation service in Pickerington, OH (show on map)

4.3

★★★★☆

16 reviews

Winfree & Associates offers over 30 years of tax and accounting services in Pickerington, OH.

Call (614) 837-8291

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About

Winfree & Associates has served the Pickerington community for over 30 years, offering comprehensive tax and accounting services including accounting and bookkeeping, QuickBooks training, tax planning and preparation, payroll services, and business consulting. The firm emphasizes a holistic approach to finances, personalized attention, and expertise across various industries.

78 years of combined tax experience

Holistic financial approach

Personalized attention

Wide industry coverage

Services

Accounting and Bookkeeping

Comprehensive accounting and bookkeeping services to ensure smooth operation of business finances.

Bank activities Invoicing Bill paying Collections

QuickBooks Training

Training and support for QuickBooks software to ensure optimal use.

QuickBooks ProAdvisor certification Version upgrade assistance

Tax Planning and Preparation

Strategic tax planning and preparation services to minimize liabilities.

Federal, state, and local tax compliance Sales tax management

Payroll Services

Proactive payroll management to ensure compliance and efficiency.

Federal, state, and local tax compliance Employee benefits administration

Business Consulting

Strategic consulting to address business challenges and opportunities.

Business planning Mergers and acquisitions Entity selection

Financial Analysis

Comprehensive financial analysis to support decision-making.

What-if scenario modeling Performance benchmarking

Credentials & Certifications

QuickBooks ProAdvisor

Reviews

Rating

4.3

★★★★☆

Reviews

"Great service and very fair rates."

Frequently Asked Questions

What makes Winfree & Associates stand out? +

Winfree & Associates boasts 78 years of combined tax service experience, offers a holistic approach to finances, provides personalized attention, and serves a wide range of industries.

What industries does Winfree & Associates serve? +

The firm serves Real Estate, Construction, MATC Tools, Direct Sales, Distributors, Manufacturing, Oil & Gas, Trade Services (HVAC, plumbing, electric), Law Firms, Collection Agencies, Medical, and Other industries.

Do you offer QuickBooks training? +

Yes, Winfree & Associates provides QuickBooks training and support, including QuickBooks ProAdvisor certification and assistance with software upgrades.

What is the firm's approach to financial planning? +

The firm takes a holistic approach to financial planning, examining all aspects of a client's finances to provide personalized advice and support.