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Greyson Tax & Consulting

Greyson Tax & Consulting

Reviews Summary

Greyson Tax & Consulting receives consistently outstanding reviews for their expertise, professionalism, and responsiveness. Clients praise their deep knowledge of tax strategies, particularly for real estate and small businesses, often highlighting significant savings. Their team is described as thorough, communicative, and patient, providing clear explanations and prompt service. Many appreciate their ability to simplify complex tax situations and offer valuable planning advice. Long-term clients emphasize trust, reliability, and a personalized approach, making them a top choice for both business and personal tax needs.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Law Firms
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Law Firms
QuickBooks

Contact Information

Address

1177 W 3rd Ave

Columbus, Ohio 43212

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Kevin and Chris are a pleasure to work with. They are kind, responsive, and professional. They were very thorough in answering all of our questions and made filing our taxes as easy as possible. Highly recommend Greyson!

I'm very happy with the service I received. They are easy to work with, their website makes it simple to upload documents, and I feel confident in the accuracy of my return.

Great firm to work with. They have provided our business with tremendous amounts of value over the past few years. They handle all of our tax planning, bookkeeping & prep. Highly recommend!

Highly recommend Greyson! Very knowledgeable, professional, and patient - Incredibly happy with the service we received.

Best CPA hands down. Very fast, efficient, personable reaching out immediately, definitely makes you feel like you?re not just a number. Takes time out to meet you and spends time to discuss all your matters without feeling rushed. I highly recommend. They have a customer for life ??

Greyson Tax has been handling my tax & accounting for the last couple of years. These guys always have great ideas to save more on taxes legally! They are very communicative & aren't dry like normal accountants!!!

Brian, Kevin and their team were amazing. Fast, friendly and efficient.

Brian and Kevin are lifesavers! Our previous accountant had a considerably long response time and communicated on too many different platforms, we were always so confused. There was so much miscommunication between us that he didn't complete our return correctly because he forgot about payments we had already made (payments that were recommended by and planned by him). When we made the switch to Brian and Kevin, we had them complete the same return. They were able to save us just shy of $6,000 on our busin

Greyson has been doing my taxes for the past two years and has done an excellent job. I have worked with multiple other CPA firms but they were far and above the best one when dealing with Real estate and other small business issues. They have helped me to be more organized and saved me time and money. Thank you Greyson.

I couldn?t have had a better experience working with Kevin Gray at Greyson. I had a complicated return covering different states and a rental property under an LLC. He took his time explaining details in a way that was easy to understand and extremely helpful to me as a home and business owner. He?s very knowledgeable and thorough with his clients. I came out knowing I received the return I was entitled to and feeling smarter about managing my finances.

Greyson addressed my back taxes, and they were great. They addressed IRS issues in a prompt and reasonable manner. Their tax knowledge is astounding. I recommend them to you.

I have used Greyson since 2019 to file taxes for my business and personal. Nothing but great things to say. Both Brendan Hicks and Brian Sweeney have been extremely helpful and know how to get everything done the right way. I will continue using them because of their attention to detail and professionalism. Thanks guys, I'm looking forward to next tax season.

We have been using Brian at Greyson tax for a few years now and he is great to work with. Everyone at Greyson is timely, thorough, and experts at what they do. I would highly recommend them to anyone looking for an accounting firm they can feel confident with.

Greyson has been prompt in their communication and helpful with planning and preparing our tax returns since 2017. We really appreciate them going out of their way to meet deadlines for us for business and personal!

I've used Greyson for 5 years & they have amazed me every year. Highly recommend for any business looking to save money on their taxes! & they actually respond.

I enjoy working with the Greyson Tax & Consulting team. They are an important part of my business success. They are the tax partner I?ve been searching for. I highly recommend them!

The Greyson tax team helps our Salon with our tax returns every year and does a excellent job. They?re very professional and knowledgeable which is extremely important to our business.

This company is the most solid tax company we?ve ever worked with. They know their stuff. Highly recommend for any business owner.

I began working with Brian and Kevin this year on my 2019 taxes and on tax planning for 2020. They saved me a significant amount on my 2019 taxes and are helping me devise a strategy for additional savings in 2020 and beyond. They also helped me obtain PPP loans through Telhio. I appreciate their knowledge of the tax code and for helping steer my businesses through the uncertain economic climate we all find ourselves in..

Brian and his team have been fantastic to work with. Their knowledge of real estate and the nuances of the tax world have helped us tremendously. If you are looking for a CPA and are reading this, look no further, you've found gold.

Great service & professionalism every year. The savings continues to get larger! Higher recommend for any tax related services/planning/advisory.

Simply the best! They guys know business & taxes. Highly recommend.

Amazing folks to work with. They guided us through the PPP application and documentation requirements. I don't think that we would have gotten through Round One without their advice and help!

These guys definitely worked magic this tax season, turning my complicated (to me) taxes into a simple to understand return, and found me tax savings I didn't even think of. Thanks.

Since switching to Greyson I have been able to capitalize on some tax planning that was presented to me and that was like finding new money!

Incredible to work with. Answers all questions within minutes and really acts as a true consultant and educator. I will be a life long customer!

These guys are the real deal! They are very knowledgable and help develop a great strategy! Highly recommend!

Professional, great communication. I?ve been looking for a partner as I grow my business. Now, I found one!

Top notch Service! The team at Greyson really takes pride in the service they provide to their customers

Professional and responsive team, helped me with a complicated return at a very fair price, and explained everything along the way.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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