Success Stories 
Our mission is to drive value and save you dollars. We take pride in our work and stand behind all our strategies for our clients. We make it easy to work with us and take as much off your plate as possible. Take a look at what some of our clients have said about us!
Architectural Company in Columbus, Ohio
A small architectural firm based in Columbus, Ohio with five employees. JPM worked with the client to identify and capture refunds for taxes overpaid over the last two years.
Total Refunded
Client Time Invested
“It was very smooth. Honestly smoother than I expected. Any time you are dealing with tax incentives or refunds, there’s always a bit of hesitation, because it typically requires a lot of minutiae and very accurate information, so to be working with the team that I was very confident in and really took the extra time to make sure we understand what was happening and what was needed was really appreciative.”
– Office Manager
Childcare Center Company in Columbus, Ohio
Small family owned childcare center located in Columbus, Ohio with two teachers and less than 15 students. JPM made them aware of a tax law change that was implemented on the front end which achieved savings over a 12 months.
First Year Savings
Client Time Invested
“The process while working with JPM was very hands-free on my part as the director/owner. They needed information from us regarding taxes, enrollment, and numbers, but they took care of everything else. That, as an early childhood educator, is my specialty is to educate children. it’s not tax benefits. It was really nice to have them to lean on and trust them with our finances. They just had the information they needed and they took care of everything else. It was really good. it was stress-free. It was very beneficial to our school.”
– Owner
Non-Profit in
Toledo, Ohio
Total Refunded
10 Year Annual Savings
Client Time Invested
“JP Mohler was very helpful to our nonprofit when we engaged them to review our invoices for sales tax and pursue refunds for overpayments. When they called we were hesitant because as a non-profit we are fully aware we are sales tax exempt. However things can and do slip through the cracks and small dollars can add up and it helped to know that the team at JP Mohler will take on the brunt of the work to get these dollars refunded while our team can continue regular daily processes. Their team was very helpful and professional and truly made us feel they were working with our interest in mind. It was a pleasure to work with the team at JP Mohler.”
