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Sandusky, Ohio Office
422 West Market Street
Sandusky, OH 44870
419-625-4942
866-293-2727
FAX: 419-625-7120
MAP

Norwalk, Ohio Office
257 Benedict Avenue, Building D
Norwalk, OH 44857
419-668-2552
800-860-0152
FAX: 419-663-3637
MAP

Monday–Friday: 8 am – 5 pm
   
Fridays from May 1 through
Labor Day we close at noon.

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CPAs Net

News From Carl McGookey, CPA, CVA: 

January 12, 2018
Payne, Nickles & Company

As the year ends, we find ourselves reflecting on our valued client relationships and the goals our clients have set for themselves. As CPAs with comprehensive knowledge of our clients' entire financial picture, we are in a unique position to focus on opportunities that make the greatest differences to business owners, individuals and families.
 

We have recently taken several steps to increase the level of service and expertise that our firm provides. Our firm is committed to offering enhanced wealth management services to our clients, and we are now partnering with 1st Global, a research and consulting organization with 25 years of experience of working with the nation's leading CPA firms that offer wealth management services to their clients.
 

As part of this expansion of our services, we are excited to announce the addition of Billy Cunningham, CFP(r), as an advisor to the practice. He joins the firm with more than 22 years of experience in financial planning, consulting, regional sales and professional fundraising. Billy is excited to join 1st Global and PN Financial Services, LLC. He hails from Pennsylvania and will be relocating to Norwalk, Ohio with his wife Cecilia and children.
 

Through a combination of proven capabilities, our holistic approach will include investment, accounting, tax, retirement, estate, risk management and business consulting services, with attention dedicated to helping our clients accumulate, protect and transfer wealth
 

We are very excited about the opportunity to serve you in a more significant and comprehensive manner. We value you relationship and appreciate you trusting us to handle your finances.



419-625-4942     419-668-2552
Sandusky                             Norwalk
 


  

Treasury Circular 230 Disclosure

Unless expressly stated otherwise, any federal tax advice contained in this communication is not intended or written to be used, and cannot be used or relied upon, for the purpose of avoiding penalties under the Internal Revenue Code, or for promoting, marketing, or recommending any transaction or matter addressed herein.