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9258 Tax Preparation and Planning

Now Open For Business

9258 Tax Preparation and Planning is open for business and ready to help you with your 2018 tax preparation and filing. We have wanted to bring a holistic approach to financial management for many years. Finally, all the effort to do so has paid off. We are ready to file your tax return! You should expect the same professionalism and great service to which you have become accustomed.

Now Open For Business

Call us at 513.791.9258 or email us at Matt@9258Wealth.com for more information.

Our staff is in place who will lead this business:

Matt Tranquilli

CPA, CFP®, CRPS®

Executive Vice President

Director of Retail & Retirement Plan Operations

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Edwina Martin

CPA

Vice President

Assistant Director Tax Planning

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Kris Tranquilli

Administrative Assistant

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Oakwood Advisory Group, LLC is a Texas registered investment advisory and financial planning service that exists to all can prosper by being curious and trustworthy. We offer planning services, traditional investments and uncommon investment opportunities.

Location

15770 N. Dallas Parkway,
Suite #550
Dallas, TX 75248

© Copyright | 2023 Oakwood Advisory Group | All Rights Reserved.

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Edwina Martin

513-791-9258
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Edwina Martin, CPA, joined 9258 Tax Preparation and Planning in January 2019 as Vice President, Assistant Director-Tax Planning. Edwina attended Cedarville University, majoring in Business and Accounting. She has extensive tax and accounting experience in both personal and corporate taxation which spans over 30 years.

Edwina recently, worked over 11 years with Teradata Corporation, located in Dayton, OH. Edwina managed their state and local income taxes as well as personal property taxes, encompassing 40 states and many jurisdictions. Her experience also included tax audits, tax planning and tax research.

Edwina’s personal tax knowledge includes complex to simple individual tax returns. She has worked with owners of small and medium sized businesses, providing compilation of financial statements, net worth statements and other professional tax and accounting services relevant to the individual owner’s needs.

Edwina earned her Certified Public Accountant credential in 1992. The Ohio Society of CPA’s requires 120 hours of continuing professional education each 3 years in order to maintain her licensing. This recurring reporting standard ensures she stays up-to-date with tax and accounting issues.

Edwina is a native of West Virginia and has lived as a Buckeye for almost 30 years. She enjoys travel, baking, hiking, boating and other outdoor activities outside of work. She also enjoys volunteering with Special Olympics and has organized volunteers to serve for the past 8 years.

Edwina will report directly to Matt Tranquilli, CPA, CFP®, CRPS®. Matt serves as the Director of 9258 Tax Preparation and Planning, a recently formed LLC subsidiary of 9258 Wealth Management.

Kris Tranquilli

513-791-9258
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Kris joined 9258 Wealth Management in early 2018 and assists in all operational aspects of the company. She brings over 25 years of professional experience, including owning and operating her own Desktop Publishing company for 20 years. Kris also holds a Bachelor’s Degree in English from Bowling Green State University.