The Original Tax Place on Main Street · Cincinnati

Tax expertise.
Wealth strategy.
One unified firm.

We help individuals and families align their investments and tax planning through one holistic financial strategy.

What we do

Every financial decision, working together

01

Integrated Tax Planning

A coordinated strategy that keeps your taxes, investments, and long-term goals aligned.

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02

Tax Preparation

Experienced preparation for individuals and families within an integrated advisory relationship.

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03

Tax-Smart Investing

Portfolio management with a deep focus on tax efficiency, helping you keep more of what you earn.

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04

Multi-State Support

Guidance for financial lives that cross state lines, coordinated through one advisory team.

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A broader vision

Your investments and tax planning, finally in sync.

After 14 years serving downtown Cincinnati, The Tax Place on Main has integrated its tax expertise with Hicks & Mann Wealth Management to offer clients one coordinated strategy.

Google reviews

Trusted through tax season

4.7★★★★★View on Google
During what is surely the busiest time of their year, Hunter and team took several minutes with me to discuss a tax concern and to offer helpful, practical advice.

Quinn Marker

Google review

The information we received was beyond helpful. Hunter was incredible. They will absolutely be receiving our business in the future.

Robert Parish

Google review

I have lost track of how many years they have been doing my taxes. I have not been anywhere else since.

M. Lynne Smith

Google review

Our current model

Built for integrated clients

At this time, we are exclusively accepting new tax clients who also use our wealth management and investment services.

Let's talk

Bring the whole picture together

Start a conversation about an integrated approach to your taxes and wealth.