Our Tax Team is available year-round to help you get your ducks in a row. We answer your tax-related questions and keep you informed about the potential impacts of changes to our complicated tax laws.
“My main role is to make sure our Tax Team is working smoothly. I also meet with clients to review their source tax documents and tailor plans to complete their returns in a tax efficient and timely way."
"My role is to deliver a quality tax return to our clients and build their confidence in our work".
“My role is to meet with clients, collect their source documents, and prepare the return for review before delivery back to our clients. I also serve as a liaison for clients when they call or email our office with questions."
“Our clients expect us to know taxes, but more than that, they expect us to interact with them in a way that makes them feel comfortable, valued and secure."
"A key aspect of my role with Cooper, Adel, Vu Tax is communicating complex tax information to our clients in a clear and empathetic way."
"Each of our clients has unique tax challenges. It is our role to identify options to solve those challenges with a favorable outcome."
"Each day, I do my best to support our tax team as they prepare our clients' tax returns. It is important and fulfilling work."
"Tax time for us is every day, not just tax season. We are happy to answer questions anytime from our clients."
Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 888-488-9955
*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are partially owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.
**Julian Guilfoyle, Jacob Sansom, Dylan Schalmo, Daniel Weingartner, Jeff Jones, Jake Pennington, Luke Ross, Anish Rajgolikar, Ryan Fischer, Derrick Edwards, Adrian Karas, Jimmy Gundling, and Addison Crouch of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Julian Guilfoyle, Jacob Sansom, Dylan Schalmo, Daniel Weingartner, Jeff Jones, Jake Pennington, Luke Ross, Anish Rajgolikar, Ryan Fischer, Derrick Edwards, Adrian Karas, Jimmy Gundling, and Addison Crouch of Cooper, Adel, Vu Financial, LLC of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are partially owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.
**Jacob Sansom, Adrian Karas, Dylan Schalmo, Luke Ross and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Jacob Sansom, Adrian Karas, Dylan Schalmo, Luke Ross and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Information obtained on this website does not constitute professional advice nor does it create a professional relationship with Cooper, Adel, Vu Tax Services, LLC.
The content is developed from sources believed to be provide accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 888-488-9955
*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are a wholly owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.
**Dylan Schalmo and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Dylan Schalmo and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Information obtained on this website does not constitute professional advice nor does it create a professional relationship with Cooper, Adel, Vu Tax Services, LLC.
The content is developed from sources believed to be provide accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.