OUR PROCESS

At LSC | LongSchaefer CPA PFS in Cincinnati, Ohio, we've tailored our process to meet your unique needs, combining our expertise in Accounting, Tax Strategy, Financial Planning, and Consulting to help you efficiently grow, protect, and manage your assets. Here's how our client-focused process works:

Personalized Consultation: Begin by scheduling a consultation with us. This is your first step towards tailored financial solutions.
Secure Information Transfer: Use our SecureLink to confidentially share your current Accounting, Tax, or Financial information with us (this portal is for accounting/tax/legal use only and not available for investment services use).
Understanding Your Needs: We take the time to listen to your concerns, ensuring our advice addresses your specific challenges.

We invite you to start your journey towards financial clarity and success with LSC. Our dedicated team is committed to providing personalized, expert advice to empower you in all areas of finance. Discover how our comprehensive approach can transform your financial future.

CULTIVATE SMART MONEY

Every financial journey is unique. Our Accounting, Tax Strategy & Financial professionals are here to empower you to address your goals and pursue life on your own terms.

Let’s Get Started

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Learn More

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Learn More

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Learn More