Perry Financial Services Co.
2616 Saddleback Dr
Cincinnati OH 45244

Perry Financial Services

Perry Financial Services is an ethical, client friendly tax preparation and representation service.  Our goal is to provide client friendly preparation with the IRS rules always considered.  Our planning services help our clients prepare for the future and diminish the tax impact in a legal manner.  As an Enrolled Agent, we can represent clients before the IRS.

Service Area:

We service the Tri-State area.  Generally we go to the client so that they will be in their comfort zone when we meet.   This provides the client the opportunity to produce needed documents for any tax issues needing resolution.

Methods of Payment:

Our firm accepts cash and check as payment.  We will work out payment plans as necessary.

Please contact us at:

Perry Financial Services

2616 Saddleback Drive

Cincinnati, OH 45244

Phone: (513) 315-1718

Fax: (513) 232-7107

Helena B. Perry

-Enrolled Agent

-Accredited Tax Advisor

-Accredited Tax Preparer

-Certified Senior Advisor

Phone Number
(513) 315-1718
Fax Number
(513) 232-7107
Date Joined the BBB
Type(s) of Business
Financial Planning Consultants
Insurance Services
Investment Advisory Service
Retirement Planning Service
Tax Return Preparation
Tax Return Preparation

Date Established
2616 Saddleback Dr
Cincinnati OH 45244
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