A custom approach to tax time

By Erica Stark, Licensed Financial Advisor, Tax Specialist, Founder of TAPP Financial

Assembling your documentation in preparation of having your taxes done is an experience right up there with dental work and scrubbing bathrooms.

But instead of speeding through the process to check it off your to-do list, have you considered annual tax prep to strengthen and solidify your personal wealth?

While going through a generic automated online tax service or national franchise tax service might seem like the quickest and cheapest way to do your taxes, there are nuances in the tax credits and codes and opportunities that these options might miss.

Don’t you owe it to yourself to have a professional in your corner who can dig a little deeper to pinpoint ways to optimize your financial picture?

For instance, this year there’s a tax credit for energy efficient home improvement projects and owning an electric vehicle.

When I sit down with clients during a free initial consultation, I come up with a plan that minimizes tax burden and maximizes dollars to ensure financial security well beyond April 15. I create strategies for people to “pay themselves rather than the IRS.”

The process is simple and stress-free. I sit down with new clients for 30 minutes or so. After that, we offer a service where they can securely drop off documentation at our office and pick up their finished taxes when completed.

Each client has a unique financial situation and I customize a targeted, goal-oriented approach to address that situation. I hope to become the one financial professional for all your needs, so you don’t need to deal with a separate tax person, retirement planning person, insurance consultation person, etc. I can serve those roles.

TAPP Financial is located at 7003 Pearl Road, Suite 17B, in Middleburg Heights. Call 440-885-3133 or visit Tapp-Financial.com.