Vetted Tax Advisors in Ohio
Find trusted Tax Advisors in Ohio. Each provider has been verified by Autumn and offers a free consultation.
No Tax Advisors found in Ohio
We don't have any tax advisors listed in Ohio yet, but we can help.
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Providers in other parts of Ohio
Some providers provide services remotely or may be able to assist across Ohio.
Angelic Transitions LLC
Death Doula
Greater Cincinnati Greater Ohio Kentucky & Indiana
Grief Specialist Legacy Work Home Funerals
Offers free consultation
Verified by Autumn
Bennett Holistic Deathcare LLC
Death Doula
Columbus, OH Dayton, OH Cincinnati, OH
Breathwork, Guided Imagery, Legacy Work, LGBTQ Allied, Reiki, Rituals, Meditation
Offers free consultation
Verified by Autumn
Compassionate Transitions
Death Doula
Cincinnati, OH Dayton, OH Columbus, OH
Dementia Care, Legacy Work
Offers free consultation
Verified by Autumn
End of Life Coaching with Kacie
Death Doula
Cleveland, OH Akron, OH Toledo, OH
Dementia Care, LGBTQ Allied, Guided Imagery, Aromatherapy, Breathwork, Grief Movement, Legacy Work, Home Funerals, Meditation
Offers free consultation
Verified by Autumn
End-of-Life Spiritual Guide
Death Doula
Columbus, OH Dayton, OH Cincinnati, OH
Guided Imagery, LGBTQ Allied, Massage Therapy, Meditation, Ordained Minister, Reiki, Rituals, Legacy Work
Offers free consultation
Verified by Autumn
Live Without Regrets
Death Doula
Cincinnati, OH Dayton, OH Columbus, OH
Legacy Work, LGBTQ Allied, Ordained Minister, Funeral Celebrant
Offers free consultation
Verified by Autumn
Try nearby areas
Are you a tax advisor in Ohio?
Join AutumnTypes of Estate & Inheritance Tax Advisory Services in Ohio
Inheritance tax planning and liability assessment
Estate tax return preparation and filing
Income tax planning for beneficiaries
Tax implications of inherited retirement accounts
Gifting strategies and annual exclusion planning
Generation-skipping transfer tax guidance
State and federal tax compliance after a death
Frequently Asked Questions about Tax Advisors
The most common are income tax on inherited retirement accounts, capital gains tax when you sell inherited property, and — in some states — an inheritance tax. Federal estate tax applies only to estates over $13 million. A tax advisor can assess your specific situation.
Yes. Estate tax is paid by the estate before assets are distributed, based on the total value of the estate. Inheritance tax is paid by the beneficiary based on what they received, and only applies in six states. A tax advisor can clarify what applies in your state.
Most non-spouse beneficiaries must withdraw all funds from an inherited IRA within 10 years and pay ordinary income tax on those withdrawals. The timing of withdrawals matters significantly for tax planning. A tax advisor can help you structure them to minimize the overall burden.
An estate income tax return (Form 1041) is due if the estate earns more than $600 in income during administration. The estate tax return (Form 706) is due nine months after the date of death if the estate exceeds the exemption. A tax advisor will track and manage all deadlines.
Why Choose Autumn
Tax credentials and post-loss specialization verified for every advisor
Find advisors who understand inheritance, estate, and beneficiary tax rules
Compare by experience with retirement account distributions and capital gains
Advisors listed who work with both executors and individual beneficiaries
Many offer free consultations to review your specific tax exposure
Trusted by families navigating the tax complexity of inheritance