Tax Services
Cleveland Financial offers a range of tax services. These services include, but are not limited to, the following traditional CPA services:
- Tax Preparation and Planning
- Individuals
- Small Businesses
- Corporations
- S Corporations
- Partnerships
- LLCs/ LLPs
- Sole Proprietors
- Pro Forma Tax Returns
- Bookkeeping & Write Up
- Accounting software selection and implantation
- IRS representation
How we are unique: Our experience with non-traditional tax planning services gives Cleveland Financial a unique advantage to identify opportunities for our clients that are often over looked by traditional tax preparers.
Through the experience of our President, our CPA’s and with integrating strategic partnerships we are able to formulate implementation advice to improve our client’s overall tax and financial position. We also suggest proactive tax strategies that coordinate with our client’s goals.
As non-traditional tax services we will also advise on the tax ramifications and strategies relating to:
- Investment management
- Stock Options
- Retirement plans
- Retirement income planning
- Risk management
- Estate planning
