Broker Check


Ta-Check Financial is a family owned and operated business that has been providing strategic, personalized tax and financial guidance to local individuals and businesses for over 20 years. Our skills range from basic tax planning and preparation services to more in-depth services such managing your  retirement portfolio and helping you plan for your future.

By combining our knowledge, experience and a team mentality, we strive to assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason we believe clients choose to work with us year after year.


At Ta-Check Financial our mission is simple. We strive to help clients maintain financial viability in the present, while taking a proactive approach to address future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to pursuing these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

We are dedicated to hard work in continually striving to earn the respect of the business and financial community in and around the Cleveland area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, you can be assured our advisors will strive to help you plan diligently by understanding your entire financial portfolio, including your taxes.