Cleveland Financial Tax Services

Cleveland Financial Tax Services Cleveland Financial Tax Services LLC provides pro-active tax advice, financial management strategies

Cleveland Financial offers a range of tax services including, but not limited to, the
following traditional CPA services:

• Tax Preparation and Planning
• Individuals
• Small Businesses
• Corporations
• S Corporations
• Partnerships
• LLCs/ LLPs
• Sole Proprietors
• Pro Forma Tax Returns
• Bookkeeping & Write Up
• Accounting software selection and implantation
• IRS representation

Our experien

ce with non-traditional tax planning services gives Cleveland Financial a unique advantage to identify opportunities for our clients that are often over looked by traditional tax preparers. Through the experience of our President, our CPA’s and with integrating strategic partnerships we are able to formulate implementation advice to improve our client’s overall tax and financial position. We also suggest proactive tax strategies that coordinate with our client’s goals. As non-traditional tax services we will also advise on the tax ramifications and strategies relating to:

• Investment management
• Stock Options
• Retirement plans
• Retirement income planning
• Risk management
• Estate planning

Address

2001 Crocker Road, Suite 400
Westlake, OH
44145

Telephone

+14406176676

Website

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