Bingman Associates Inc.

Jul 2020

Bingman and Assoc. is wonderful to us! Max has always been kind, caring and spot on with our accounts. Max has handled our questions with respect and answered them thoroughly. Thanks for your help over the last few years wading through the complexities of financial life!

Jan 2016

How can you not give 5 stars to someone who found you money? The referral came from the Dave Ramsey site. As required, these folks did their due diligence. We had just moved, and needed to be familiar with taxes in a new city school district. Turns out we were paying the wrong amount in the past district. Thanks Turbo Tax(TT). They went back and filed a claim for five years worth of unnecessary paid taxes. They have a satellite office in Worthington on N. High St. We found them to be friendly and helpful. We called the Marysville office for a Worthington appointment. They only use that office on certain days. Although it was heavy tax season. They managed to squeeze us in as a new client. We received a call reminder before the appointment. The appointment was on time without wait. We had all of our paperwork in order, so it was a painless first meeting. The second meeting is where they go over the work that they did for you. You sign your forms and mail them in your self. The bound paperwork made my filing less of a clutter. They set up my quarterly tax estimates. Our first year was a more costly than it will be this year, but the initial groundwork will not have to be done again this year. It's like setting up an online shopping account. You only have to enter the data the first time. At one point we decided that we would do this every other year, and TT the years in between. During that year I received quarterly mailings with everything filled in but my payment for the city. That's a nice heads up, even though I was a little more proactive in setting up an online payment on the city's site. Just when your thinking it's the close of the year, and Thanksgiving will soon begin the holiday spending... The first Christmas card arrives from Bingman with a gift certificate for any pie of choice from Der Dutchman. Nice touch! OK, let's use again this year, and forget about the hours spent staring at the TT questions. Besides, a trip to Worthington, is an excuse to dine at those bookmarks.