Categories
Accountants-Public and CertifiedFinancial PlanningTax Preparation
Hours:
No in-person office hours, virtual meetings available through Calendly link on website
Driving Directions:
Office is in Lewis Center but all prospect meetings are virtual. In-person meetings with active clients available in Delaware County.
About Us
Gray Stripes Advisors is a planning-first tax advisory firm that takes a proactive approach to taxes, as opposed to the traditional reactive compliance-first approach employed by most CPA firms. We believe in providing value for SMBs, DIY investors, and families by doing more than just preparing tax returns. We work with our clients' other professionals to ensure that all elements of their financial plans are working in harmony, with taxes being a critical component of that. Our name originated from our desire to help clients navigate the "gray areas" of tax planning.
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