Tax Preparation, Accounting, Financial Statements, Payroll, Business Valuations and other Financial services 513-777-4533

Our Services

Financial Planning

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Building and preserving personal wealth requires specialized attention.

At UGJ, financial planning involves working with clients to minimize their taxes. In that process, we address things such as your retirement needs, college education funding for the children, and investment goals.

We also address needs for trusts, estate planning and disability planning.

At UGJ, a client is likely to get an unbiased and solid opinion relating to most financial questions. Although our company does not sell securities, we can refer you to a broker with a solid performance in good times and bad.

Our aim

"To provide affordable accounting and cpa services that fully meet your requirements."

Visit us

Certified Public Accountants

7419 Kingsgate Way
West Chester, Ohio 45069

Office Hours:
Monday-Friday 9:00am-5:00pm
Saturday 10:00am-2:00pm

Additional office hours available on an individual need.

Please call 513-777-4533 if you are interested in becoming a client.

Mailing Address

P.O.Box 849
West Chester, Ohio 45071

Phone: (513) 777-4533
Fax: (513) 777-4535

© 2024 UGJ CPA