Dublin Advisors

Business Details

12 Years

experience

Trusted Accounting, Tax, and Financial Advisory Services in Dublin, OH

At Dublin Advisors, we deliver a higher level of financial leadership through personalized and proactive client experiences. Our team of CPAs and financial professionals specializes in income tax services, accounting, personal financial planning, and business advisory solutions for clients across the Metro Columbus Ohio area. We differentiate ourselves by adopting a Personal CFO approach, investing time to understand each client's unique needs, challenges, and goals. Our services are tailored to individuals, families, and businesses ranging from startups to $20 million in annual revenue, with particular expertise in service industries, real estate, hospitality, wholesale, retail, and professional practices.

We emphasize clean books, useful information, and proactive service while maintaining deep tax expertise and formal credentials. Our commitment extends beyond compliance to include financial education, strategic planning, and multi-generational wealth conversations that align financial decisions with personal values.

Services

Tax Services Accounting Business Advisory Financial Planning Investment Management

Details

Year established: 2014

Highlights and features

We offer 10+ years of hands-on experience with businesses up to $20M in revenue
Our team includes credentialed CPAs and CFP professionals with industry-specific expertise
We provide proactive tax planning beyond basic compliance services
Our Personal CFO approach coordinates with existing financial advisors
We specialize in multi-generational wealth planning and legacy development

Associations and certifications

What people say

Attention to detail Easy to work with Knowledgeable team Trusted financial resource Proactive service

Website

Update Listing

Services

Income Tax Services

We provide comprehensive tax guidance for individuals and businesses, including return preparation, strategic planning, and audit support. Our CPAs help minimize tax liability while ensuring compliance with federal, state, and local regulations. Services cover S-Corporations, C-Corporations, LLCs, trusts, and high-net-worth individuals through proactive year-round planning.

Family CFO Services

Offering ongoing financial coaching, tax planning, and advisor coordination for families. Our annual retainer-based service includes tax preparation, legacy planning, and financial education. We help align wealth management with family values through personalized check-ins and multi-generational planning strategies tailored to each client's unique circumstances.

Business Advisory

Delivering tailored accounting solutions for businesses from startups to $20M revenue. Services include financial statement preparation, cash flow analysis, and strategic advisory. We work closely with business owners to provide actionable insights, improve financial operations, and support growth through customized accounting systems and reporting structures.

Investment Management

Providing long-term investment solutions through our sister firm Dublin Capital Management. We offer personalized portfolio management with a fiduciary approach, focusing on tax efficiency and alignment with overall financial plans. Services include fundamental research, risk assessment, and ongoing portfolio adjustments for clients with $500,000+ investable assets.

Tax Planning

Specializing in proactive tax planning to optimize financial outcomes. Our CPAs help clients anticipate tax impacts, structure major transactions, and implement year-round strategies. We focus on real estate transactions, business formation, executive compensation, and life events while maintaining compliance and maximizing deductions through evidence-based planning techniques.

People

David Bentz

Principal & Founder

CPA, MBA, MTax, CFP professional with expertise in tax strategy and financial planning. David combines technical knowledge with personalized service, focusing on client education and long-term financial success through coordinated wealth management solutions.

Jerod Cook

Financial Advisor

15+ years of experience in financial planning and investments. Jerod provides personalized guidance with a focus on client relationships, helping families navigate complex financial decisions while maintaining alignment with their values and goals.

Tracie Hanson

Tax Preparer

Enrolled Agent with IRS credentials, specializing in tax preparation and client representation. Tracie prioritizes client relationships and delivers accurate tax solutions while maintaining compliance with evolving tax regulations.

Cindy Groeniger

Office Manager

Bringing extensive experience in professional practice management, Cindy oversees daily operations with focus on efficiency and client service excellence through organized administrative leadership.

Bonnie Scafaro

Administrative Assistant

Former Ohio Health executive assistant providing administrative support with attention to detail and commitment to exceptional client service standards through organized back-office operations.

Questions

What accounting services do you offer for small businesses?

We provide full-service accounting solutions including bookkeeping, financial statement preparation, payroll processing, and cash flow management tailored to small businesses.

Do you specialize in any particular industries?

We have extensive experience with service industries, real estate, hospitality, wholesale, retail, and professional practices like medical and legal firms.

How do you handle complex tax situations?

Our CPAs specialize in navigating complex tax laws with audit support, entity selection, and strategic planning for major life events or business transitions.

What is your investment management minimum?

Through our sister firm Dublin Capital Management, we offer professional portfolio management for clients with $500,000+ investable assets.

How can I schedule an initial consultation?