Your one stop for financial services
Contact
➤ LOCATION
serving Medina, Cuyahoga, Summit, and Lorain Counties in Ohio
☎ CONTACT
erica@tapp-financial.com
(216)543-5863
Areas of Practice
TAx
Tax laws and regulations are always changing. We will be your partner in keeping you up to date with the latest tax planning strategies in your personal life as well as in your small business.
planning
A licensed financial advisor is on staff for all of your planning needs. We offer comprehensive plans for individuals, families, and business owners. With our unique approach, we strive to create an exclusive plan tailored to your individual situation and provide the tools and education you need to enhance your financial growth and feel secure in your future.
Payroll
We offer a full range of payroll services with easy to understand reporting procedures tailored to your business. Your time is valuable. Let us take care of payroll for you at an affordable price.
Insurance
Our licensed agent are independent and have the ability to find the best product for your unique situation. We offer life insurance plans tailored for individuals and business, and implement them as a part of your financial plan. We also offer health insurance plans and specialize in Medicare Advantage, bridge plans, and Medicare supplements.
accounting and bookkeeping
Our staff includes a CPA, an EA, and bookkeepers who work diligently everyday to keep you up to date as to where you stand financially in your business. We will provide you with your financial statements as often as you require, and offer advice when we see an opportunity.
business start up
Are you interested in starting a small business? We can help you to decide which format is most beneficial for your business as well as take care of the paperwork necessary to keep you in compliance.
“Without proper planning & preparation, our dreams will remain just dreams.”
Let's Chat.
Use the form below to contact us regarding your specific needs. Please be as detailed as possible. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.