Our Services

Ta-Check Financial provides professional assistance in the following areas:

Income Tax Preparation

Ta-Check Financial provides tax preparation services. Our goal is to steer you through the maze of ever changing tax laws to get you the refund you are entitled to as fast as possible. We specialize in:

- Personal, business and estate
- Tax-Savings Strategies

Investment and Retirement Planning

At Ta-Check Financial our goal is to guide our clients to the best financial solutions possible as if planning for ourselves. We help you create strategies in line with your personal and financial goals by offering the following services:

- IRA’s and Qualified Plans
- Asset Management
- College Funding
-Investment Advisory Services

Wealth Accumulation and Preservation Strategies

We recognize that managing significant wealth can be complex and at times overwhelming. Ta-Check Advisors are trained to help you identify your goals and evaluate where you currently stand with them. We offer professional advice in:

- Estate Planning
- Charitable Gifting

Business Services

As a business owner, you need a partner who can advise you on how to structure, establish and operate the right plan for your company – a plan that will help your employees work toward financial freedom. At Ta-Check Financial we provide the following services to help you on the back end so you can worry about what matters most – growing your business. We provide strategies for your business by offering the following services:

- Employee Benefits
- Retirement Plan Services
- Business Tax Planning
- Succession Planning

Insurance Services

We are built on a foundation of quality service to our clients, relationships with top carriers, and a focus on how life insurance works. We guide you through the process and help you make the right decision for you, your family or your business. Let a Ta-Check advisor help you choose the protection that is right for you, we specialize in the following areas:

- Life Insurance
- Long-Term Care Insurance
- Disability Insurance