Tax Advice that fits with your financial planning!

Tax planning is a very important aspect of your financial plan. While we still work closely with our partner CPA firms, we strive to continually bring more value and service to our clients. In this effort we are creating in house tax services to create more services from tax preparation to tax planning to payroll/benefits consulting.

rebel Financial is a truly independent financial firm that specializes in investment management and financial planning, dedicated to serving the best interests of our clients above all other considerations.

How does tax prep work with rebel Financial?

Available for everyone!

We provide tax services for everyone! If you are only looking for a tax preparer and not a financial advisor/planner, no worries, we can do just that for you. If you are not a current client and would like to learn more about our services, you can visit our main website or schedule a free consultation here.

How much does it cost?

The amount that it will cost depends on several variables, including how extensive your tax needs are, how much in assets you have with us and your level of service. We have set up an easy way to see the cost and to sign up for the service. Please click on the enroll button to sign up.

Using the latest technology

We love using technology to make our clients’ lives better. Many CPA firms are using archaic or even manual means of tax preparation. This leads to frustrating customer service and long preparation turn-around. We use the best technology and processes possible to reduce our clients’ frustration and labor, while trying to complete every return in less than a week.

Our commitment to clients

Our commitment to our clients is to prepare returns as accurately and quickly as possible with the least hassle to you. We try to get your return done and filed within a week of you submitting your information to us so that you can get your refund and/or reduce any anxiety there might be about potential tax liability.

Advisory Client Process:

1st – Inform us by January 31st that you will be utilizing this benefit.
2nd – Upload your documents into the Vault via rFPW or deliver them to our office by March 15th.
3rd – Your return will usually be completed within 1 week.
4th – We will e-file your return(s) and upload your tax documents to your Vault promptly once you approve your draft.

Tax Prep Client Process:

1st – Enroll or inform us by January 31st that you will be utilizing this benefit. After enrolling, you will receive a confirmation email.
2nd – You will receive an invoice by end of January/few days into February. 
3rd – We will create a login account for your portal and then send you an invitation to your portal to login and upload your documents.
4th – Once you finish uploading all information, contact us via the portal, email, or call to let us know so we can begin working on your taxes. 

Our CPA Partners

HBK - Brett Triplett

226 North Fifth Street, Suite 500
Columbus, Ohio 43215
Office: (614) 228-4000



Harper & Co. - Paul Brousil

1396 King Avenue
Columbus, Ohio 43212
Direct (614) 456-7222



NOW OFFERING CRYPTO TAX PREP

cryptotrader

Crypto currency, which should actually be called Digital Assets, are becoming an increasingly important asset class based on the technology of blockchain. Many important industry experts and scholars believe they will become one of most important technological/financial advances of the early 21st century. Additionally, early research and application are demonstrating that Digital Assets may be one of the most important parts of your portfolio’s growth over the next 10-25 years. rebel Financial is taking a proactive stance in modern portfolio design by creating portfolios with small allocations to Digital Assets which can potentially increase rate of return by ~0.5% - 2%/year while minimizing overall downside risk through research and disciplined rebalancing.

Learn more in our client brochure:

bitcoin

OUR NEW SOFTWARE FEATURE

rfTax holistiplan

Holistiplan is a software that helps make the financial planning process faster, consistent, and efficient for each and every client. Holistiplan can help predict future taxes by building scenario analysis, listing key returns, calculations & planning opportunities. 

Clients who utilize our tax prep service also receive extra protection. Should you be audited or need tax Fraud assistance, we utilize a service that would help you and it is included in our tax prep service for each client at no additional charge. For more information, click below.

Drake Software is a professional tax preparation tool we use for our clients. Drake gives us the tools and software we need to serve our clients to the fullest.

GruntWorx helps us save you time and money by giving us access to automatic data entry and source file organization. GruntWorx gets rid of manual organization and entry to create a seamless and easy experience.

Interested in becoming a client?

We are always taking on new clients! Whether you are just starting out or well into retirement, we have a plan and financial advisor for you. Feel free to visit our main website to learn more, or call us at (614) 441-9605.

Ready to get started or have questions?

You will receive a quote of our services with enrollment! Sign up today!

rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605

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