Dunphy Wealth Management, Inc.

Dunphy Wealth Management, Inc. James M. Dunphy, CPA , Certified Financial Planner, MBA and Investment Advisor Rep All assets under management are custodied at Charles Schwab & Co.

Fee-only Financial Planning, Investment Management, Consultation, Complex Tax Preparation for Individuals and Small Business.

Gmail Attack Round 2 Update 12/20/24
12/20/2024

Gmail Attack Round 2 Update 12/20/24

Google has confirmed that a second wave of Gmail cyber attacks is incoming—here’s what it says you need to know and do.

11/12/2024

IR-2024-285, Nov. 1, 2024 — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2025 has increased to $23,500, up from $23,000 for 2024.

Considerations before you cancel life insurance
04/11/2024

Considerations before you cancel life insurance

Looking to cancel your life insurance policy? Learn more about the cancellation process here and what steps you need to take.

Filing an extension may be smart tax planning.
02/27/2024

Filing an extension may be smart tax planning.

Filing for an extension during tax season is often seen as an act of desperation. It’s not. It can be—and often is—the result of careful tax planning.

Well this explains a lot
02/27/2024

Well this explains a lot

Beans and rice? No bueno.

Looks like a great program for Seniors
03/29/2023

Looks like a great program for Seniors

Hear from professionals on how to harvest your investments in a tax efficient manner, potentially saving thousands of dollars. Join us at the Union Township Branch Library for a complimentary "Taxes, Inflation, and Market Volatility" Workshop.

More Cincinnati Small Biz Pride!
03/15/2022

More Cincinnati Small Biz Pride!

Looking for the best cup of coffee in Ohio?  You won't have to go far.

03/10/2022

Thanks to RDFA for sponsoring a secure way to eliminate the clutter of personal financial documents!

Back by popular demand, RDFA will be hosting a shred event at our office parking lot on Saturday, April 30th from 9:00-12:00.  Shred-It will have a truck on site where they will shred your papers securely.

Small Biz Spotlight
02/22/2022

Small Biz Spotlight

Join us starting next FRIDAY March 4th for our first "Fish Fry Friday"
We will bringing back all your fish favorites, along with some new ones. We will be open for Lunch 11-2 or Dinner 5-7:30. Call aheads are encouraged 513-753-3671. We serve the best seafood products so you know your going to love what you get. Check below for this years menu!

Happy to share this small biz recognition!!!!
02/22/2022

Happy to share this small biz recognition!!!!

Look who we ran into today!! Thank you so much Guy Fieri!

IRS Backlog!
02/18/2022

IRS Backlog!

The IRS, already dealing with a significant backlog of tax returns and taxpayer correspondence, is scrapping plans to consolidate the number of facilities that process its paper workload.

https://news.yahoo.com/irs-backlog-hits-nearly-24-023450427.htmlIRS backlog hits nearly 24 million returns, further impe...
02/12/2022

https://news.yahoo.com/irs-backlog-hits-nearly-24-023450427.html

IRS backlog hits nearly 24 million returns, further imperiling the 2022 tax filing season. This represents nearly 24 million taxpayers still waiting for the IRS to process their returns from last year.

Nearly 24 million taxpayers are still waiting for the Internal Revenue Service to process their tax returns from last year - a number far larger than previously reported by the agency - with many refunds being held up for 10 months or more. The inventory of unprocessed returns and related correspond...

Address

1080 Nimitzview Drive Ste 302
Cincinnati, OH
45230

Opening Hours

Monday 10am - 7pm
Tuesday 10am - 7pm
Wednesday 10am - 7pm
Thursday 10am - 7pm
Friday 10am - 7pm

Telephone

+15132326333

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