Tax Expertise. Wealth Strategy. One Unified Firm.

For 14 years, we have been a fixture of the downtown Cincinnati community as The Tax Place on Main. As our firm has grown, so has our vision for how we serve our clients. We have officially integrated our tax expertise with our broader advisory firm, Hicks & Mann Wealth Management.

To provide the most impactful results, we have shifted our focus to a holistic service model. We now specialize in serving individuals and families who desire a unified strategy where their investments and tax planning work in perfect sync.

Our Current Service Model:

• Integrated Clients Only: At this time, we are exclusively accepting new tax clients who also utilize our Wealth Management and Investment services.
• Tax-Smart Investing: We manage your portfolio with a deep focus on tax efficiency to help you keep more of what you earn.
• Multi-State Support: While we remain committed to our roots at our Cincinnati satellite office, our primary operations are now headquartered in our Kentucky office.