Helping you accomplish your financial goals
hero_pattern.png

Individual

Individual financial services that are worthwhile

 

Through our personal tax & finance services we will enable you to minimize your taxes and maximize your net worth. Taxes and personal finance do not have to be complicated for you or your family. Many people are unsure of how to manage their own finances, maximize returns, or plan thoroughly for the future. You don’t need to struggle anymore. We will help guide you through your finances and put you on a solid plan towards success.

 
 

Individual Financial Services


TAx

We’ll not only help you save time when preparing your taxes, but we’ll also make sure your taxes are done right, minimising potential IRS issues down the road and ensuring you receive the maximum return possible.

Individual tax returns start at $160. As part of our broader services, we also support Tax Planning For Small Businesses in Ohio, offering proactive strategies tailored to long-term success.


Personal Finance

Manage your finances and build your worth. Every penny counts, and we’ll help you find them. Whether you’re looking to build your net worth and grab hold of a budget to start on your journey to financial freedom and getting out of debt, we can be the team that helps you get where you want to go.

We’re here to help, learn, and consult with you to make the best financial decisions for yourself.


Planning

Planning is the first step to any successful endeavour, and with an experienced team like TAPP Financial Ohio, you can feel confident in our planning capabilities. The planning possibilities within the realm of tax and finance are limitless. Let’s develop your personalised strategy today!


 
Go confidently in the direction of your dreams. Live the life you have imagined.
— Henry David Thoreau
 
 

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.