Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

CPA

ERISA & Tax Financial Services, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(216) 218-6878Email BusinessWrite a Review

About

Overview

ERISA & Tax Financial Services, LLC

1991 Crocker Rd Ste 600-732

Cleveland, OH 44145-6969

View Service Area
See Hours
Operating Hours
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM
By Appt. Only
Closed

BBB Accreditation & Rating

ERISA & Tax Financial Services, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

ERISA & Tax Financial Services, LLC is a tax preparation service.

BBB Accredited Since: 7/30/2021

Years in Business: 5

Products and Services

ERISA & Tax Financial Services, LLC specializes in retirement plan and health and welfare plan services. The firm supports businesses, plan participants, and sponsors with all aspects of retirement plan design, focusing on retirement plan issues, 401(k) plans, and IRS/DOL compliance to help clients navigate regulations and optimize their plan offerings.

Business Details

Local BBB:
BBB Serving Greater Cleveland
BBB File Opened:
7/29/2021
Business Started:
1/1/2021
Business Incorporated:
9/4/2020
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Ms. Kimberly A Flett, Owner

Additional Contact Information

Principal Contacts
Ms. Kimberly A Flett, Owner
Customer Contacts
Ms. Kimberly A Flett, Owner
Additional Email Addresses
Primary: Email this Business
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CPA.41227 for this business, issued by Ohio Accountancy Board. The expiration date of this license is 12/31/2028.

Ohio Accountancy Board

77 S. High Street, 18th Floor

Columbus OH 43215

614-4664135

Fax: (614) 4662628

Website

BBB records show a license number of PTIN 1059850 for this business, issued by Internal Revenue Service (IRS). The expiration date of this license is 12/31/2026.

Internal Revenue Service (IRS)

1240 E. 9th Street Room 409

Cleveland OH 44199

216-4153460

Fax: (216) 5222992

Website

Additional Information

Other Resources
Internal Revenue Service (IRS)
1240 E. 9th Street Room 409
Cleveland OH 44199
Phone Number: (216) 415-3460
Fax Number: (216) 522-2992
http://www.irs.gov
Ohio Accountancy Board
77 S. High Street, 18th Floor
Columbus OH 43215
Phone Number: (614) 466-4135
Fax Number: 614-466-2628
http://www.acc.ohio.gov
Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected]
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: 614-644-2658
Fax Number: 614-644-3743
http://www.insurance.ohio.gov
Business Categories
CPA, Tax Consultant, Business Consultants, Financial Planning Consultants, Retirement Planning Services, Insurance Consultant, Employee Benefit Consultants

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.