The Original Tax Place on Main Street powered by Hicks & Mann Wealth Management

The Original Tax Place on Main Street powered by Hicks & Mann Wealth Management is an accountant in Cincinnati, OH. The firm offers tax preparation alongside wealth management and investment services, working with individuals, families, and business owners who want their investments and tax planning handled together. Services include custom portfolio management, retirement income planning, legacy and estate coordination, tax-loss harvesting, forward-looking tax planning, complex filings covering high-net-worth and multi-state returns, business succession planning, and retirement plan design such as 401(k) and SEP-IRA accounts. New tax clients are accepted only if they also use the firm's wealth management and investment services. The practice holds a rating of 4.70 based on 41 reviews.

Managing Partner Matt Mann has led the firm for 14 years, having taken over what began in 2012 as a local tax office and grown it into a holistic fiduciary practice. The team includes Partner Ryan Totten, Partner Hunter Rambin, Associate Wealth Manager David Lau, Client Relations Manager Lauren Cooper, and Director of Administration and Finance Gloria Goetz. Several team members hold dual credentials as CFPs and EAs, and Rambin additionally holds a CPA designation. Mann and Totten were both raised in Cincinnati, and Rambin is a University of Cincinnati graduate. Lau brings a decade of experience as a data scientist and a Master's in Statistics to the firm's planning and research work, while Cooper has more than 12 years in high-end customer service.

The Cincinnati office sits at 1335 Main Street and operates on a seasonal schedule, with walk-in hours from January through April 15th and appointment-only availability the rest of the year. The firm's primary operations are headquartered in its Kentucky office, with the Cincinnati location serving as a satellite. A steady record of repeat and referred customers and consistently high ratings reflect a strong local reputation built over more than a decade of serving downtown Cincinnati.

Services:

• Investment Advisory
• Multi-State Support
• Tax Planning and Preparation
• Wealth Management