We Built the Firm We Wished We'd Had When We Were Starting Out
A thoughtful tax and accounting partner for individuals and families, real estate investors, and business owners.
About Us
There is a version of accounting services that shows up once a year, files your return, and disappears until the following April. That is not what we do.
The Reliant Group was founded on a straightforward idea: small business owners and real estate investors deserve the same quality of proactive financial guidance that larger companies take for granted. Year-round tax planning, clean books, responsive communication, and a team that actually understands what you are building. That is what we set out to provide — and it is what we have been delivering to clients across Middletown, Loveland, Monroe, Chester, Mason and across the greater Cincinnati and Southwest Ohio region ever since.
What Makes Us Different
Tax decisions don’t happen just once a year. At The Reliant Group, we look beyond the annual return to help you understand the tax implications of the decisions you make today—and plan for the years ahead.
Whether you’re preparing for retirement, managing real estate investments, or running a business, we take the time to understand your goals and provide guidance tailored to your needs.
A few things that set us apart:
- Proactive tax planning: We help you look ahead and understand opportunities throughout the year.
- Real estate perspective: Our approach is informed by firsthand experience with the decisions property investors face.
- Personal attention: We get to know your circumstances and provide clear, practical answers.
- Coordinated guidance: When appropriate, we work alongside your financial advisor, attorney, and other professionals.
We serve individuals, families, real estate investors, and businesses throughout Greater Cincinnati and Southwest Ohio, with in-person and virtual service options.
Meet Our Team
Behind every tax return and financial decision is a team that takes the time to understand what matters to you. Get to know the people who bring experience, personal attention, and thoughtful guidance to The Reliant Group.
Locally Rooted
Serving Clients in Ohio and Across the Country
Our offices are located in Middletown and Loveland, Ohio, and we serve clients throughout the Cincinnati–Dayton corridor — including Butler, Warren, Hamilton, Monroe, Chester, Mason and Clermont County communities.
We also work with clients nationwide through our secure client portal, video meetings, phone, and email. If you are not local to us, you are not missing anything. The experience is the same.
Middletown
Loveland
+ Beyond
FAQs
Frequently Asked Questions
What kinds of businesses do you work with?
We work primarily with established small businesses, real estate investors, nonprofits, and new business owners. We also provide personal tax preparation and planning for individuals, families, self-employed professionals, and independent contractors.
Our services are tailored to each client’s needs, whether you need ongoing accounting support, tax planning, bookkeeping, payroll, or help getting a new business started.
Do you offer virtual accounting and tax services?
Yes. We serve clients nationwide through a secure client portal, video meetings, phone, and email.
Clients are welcome to meet with us in person at either office, but you don't need to be located near Middletown or Loveland to work with us.
Who prepares and reviews my tax return?
Your return is prepared by a member of our tax team and reviewed for accuracy before it is filed. We use professional tax software, but your return is handled by real people who understand your situation and are available to answer questions.
When appropriate, we also work with you throughout the year so tax season does not bring unnecessary surprises.
What's the difference between tax preparation and tax planning?
Tax preparation is the process of completing and filing your return after the year has ended.
Tax planning takes place throughout the year, while there is still time to make decisions that may improve your tax position. That can include entity structure, timing of income and expenses, deductions, estimated payments, retirement contributions, and other planning opportunities.
Reliant provides both tax preparation and proactive tax planning.
Do you provide year-round support?
Yes. Reliant is designed to support clients throughout the year, not only during tax season. Depending on your engagement, that may include bookkeeping, accounting, payroll, tax planning, financial reporting, and ongoing guidance.
Do you work with real estate investors?
Yes. Reliant works with rental-property owners, portfolio investors, short-term rental operators, flippers, and other real estate professionals. Our team brings firsthand real estate investment experience to tax preparation, bookkeeping, depreciation review, and ongoing planning.
How do I get started?
Start by contacting us and telling us a little about your business, current situation, and the type of help you need.
A member of our team will follow up to schedule an introductory conversation. From there, we will determine whether Reliant is the right fit and recommend a customized scope of services.
Contact Us Today
Ready to work with a firm that stays engaged all year — not just at tax time? Get in touch with us today.
