Engaging a local tax professional can help you reduce your tax liability and grow your wealth
By Patricia Nugent
The only certain things in life may be death and taxes—but the certainty of devising a tax plan that best benefits you is up for grabs.
Have you ever wondered after filing your taxes if you may have “left money on the table?”
When it comes to taxes and tax credits, the complex codes and rules are ever-changing.
Uniquely qualified in the local landscape of professional financial services, Erica Stark has spent the last decade helping people and businesses with their taxes, accounting, payroll, and planning through TAPP Financial in Middleburg Heights.
“My goal has always been to become the go-to hub for every aspect of a person’s financial well-being, expanding to offer tax return prep and retirement planning, as well as bookkeeping and insurance consultation,” she says.
At this time of year, people are already dreading April 15. Erica cautions against taking what seems like the easy route of online tax prep or a franchise tax prep service.
“Automated tax filing is frightening to me,” she says. “This is not a one-size-fits-all situation. Filing online could end up costing money in the end. And those national franchises are manned by anyone who can pass a test. I have experience in every aspect of financial services. By meticulously assessing a client’s financial picture, I can optimize their current situation and plan for a brighter future.”
During the initial consultation (which is free), Erica will walk through your lifestyle needs, the scope of your budget and financial goals, and then offer advice for how to best achieve them.
In addition to working with individuals, she says one of the most rewarding parts of her job is helping small business start-ups.
“I appreciate that people want to establish a company because they are passionate about it, but that doesn’t mean they possess the financial acumen to manage the business end and achieve success,” she adds.
Going forward, look for monthly Ask the Expert columns from Erica, in which she will cover topics related to building personal wealth.
TAPP Financial is located at 7003 Pearl Road, Suite 17B, in Middleburg Heights. Call 440-885-3133 or visit Tapp-Financial.com.